Reilly Herbert Faulkner III’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 | $9.49M | Buy |
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2020
Q4 | $7.5M | Buy |
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2020
Q3 | $4.97M | Buy |
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2020
Q2 | $4.56M | Buy |
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|
2020
Q1 | $4.34M | Sell |
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|
2019
Q4 | $6.27M | Buy |
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|
2019
Q3 | $5.37M | Buy |
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|
2019
Q2 | $5.09M | Buy |
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|
2019
Q1 | $5.11M | Buy |
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|
2018
Q4 | $4.85M | Buy |
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|
2018
Q3 | $5.62M | Buy |
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|
2018
Q2 | $5.83M | Sell |
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|
2018
Q1 | $5.97M | Buy |
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|
2017
Q4 | $5.82M | Buy |
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|
2017
Q3 | $4.85M | Sell |
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|
2017
Q2 | $4.77M | Buy |
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|
2017
Q1 | $4.38M | Sell |
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|
2016
Q4 | $5.83M | Sell |
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|
2016
Q3 | $4.7M | Buy |
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|
2016
Q2 | $2.83M | Buy |
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|
2016
Q1 | $3.01M | Buy |
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|
2015
Q4 | $3.45M | Buy |
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|
2015
Q3 | $2.89M | Buy |
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|
2015
Q2 | $3.28M | Sell |
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|
2015
Q1 | $3.98M | Buy |
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|
2014
Q4 | $3.85M | Buy |
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|
2014
Q3 | $3.75M | Buy |
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|
2014
Q2 | $3.42M | Sell |
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|
2014
Q1 | $3.97M | Buy |
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|
2013
Q4 | $3.68M | Buy |
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