Regent Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $221K | Sell |
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|
2020
Q3 | $224K | Hold |
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|
2020
Q2 | $208K | Sell |
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|
2020
Q1 | $221K | Sell |
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|
2019
Q4 | $341K | Sell |
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|
2019
Q3 | $867K | Sell |
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|
2019
Q2 | $925K | Buy |
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|
2019
Q1 | $972K | Sell |
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|
2018
Q4 | $980K | Sell |
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|
2018
Q3 | $1.17M | Sell |
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|
2018
Q2 | $1.26M | Sell |
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|
2018
Q1 | $1.73M | Sell |
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|
2017
Q4 | $1.88M | Sell |
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|
2017
Q3 | $1.95M | Sell |
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|
2017
Q2 | $2.86M | Buy |
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|
2017
Q1 | $2.33M | Buy |
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