Quad-Cities Investment Group’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-235
| Closed | -$10K | – | 614 |
|
|
2019
Q3 | $10K | Buy |
235
+1
| +0.4% | +$43 | 0.01% | 598 |
|
|
2019
Q2 | $9K | Buy |
234
+1
| +0.4% | +$38 | 0.01% | 626 |
|
|
2019
Q1 | $10K | Buy |
233
+1
| +0.4% | +$43 | 0.01% | 596 |
|
|
2018
Q4 | $10K | Buy |
232
+1
| +0.4% | +$43 | 0.01% | 595 |
|
|
2018
Q3 | $11K | Hold |
231
| – | – | 0.01% | 610 |
|
|
2018
Q2 | $12K | Buy |
+231
| New | +$12K | 0.01% | 610 |
|