QCI Asset Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $119K | Buy |
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|
2019
Q4 | $36K | Sell |
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|
2019
Q3 | $15.5M | Buy |
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|
2019
Q2 | $14.3M | Buy |
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|
2019
Q1 | $15M | Buy |
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|
2018
Q4 | $13.9M | Buy |
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|
2018
Q3 | $16.3M | Buy |
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|
2018
Q2 | $16.8M | Sell |
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|
2018
Q1 | $17.3M | Sell |
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|
2017
Q4 | $17.5M | Buy |
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|
2017
Q3 | $14.6M | Buy |
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|
2017
Q2 | $13.7M | Buy |
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|
2017
Q1 | $12.2M | Buy |
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|
2016
Q4 | $8.26M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $9K | Buy |
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