Rand Wealth’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $692K | Buy |
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|
2018
Q2 | $714K | Sell |
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|
2018
Q1 | $739K | Buy |
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|
2017
Q4 | $686K | Buy |
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|
2017
Q3 | $580K | Hold |
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|
2017
Q2 | $570K | Buy |
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|
2017
Q1 | $414K | Hold |
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|
2016
Q4 | $401K | Hold |
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|
2016
Q3 | $320K | Hold |
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|
2016
Q2 | $257K | Hold |
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|
2016
Q1 | $284K | Hold |
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|
2015
Q4 | $334K | Hold |
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|
2015
Q3 | $290K | Hold |
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|
2015
Q2 | $331K | Hold |
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|
2015
Q1 | $309K | Hold |
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|
2014
Q4 | $278K | Hold |
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|
2014
Q3 | $298K | Hold |
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|
2014
Q2 | $273K | Hold |
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|
2014
Q1 | $277K | Hold |
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|
2013
Q4 | $264K | Hold |
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|
2013
Q3 | $215K | Buy |
|