Rockefeller Financial Services’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $595K | Sell |
|
|||||
|
2017
Q3 | $645K | Buy |
|
|||||
|
2017
Q2 | $77K | Hold |
|
|||||
|
2017
Q1 | $73K | Hold |
|
|||||
|
2016
Q4 | $71K | Hold |
|
|||||
|
2016
Q3 | $57K | Hold |
|
|||||
|
2016
Q2 | $45K | Sell |
|
|||||
|
2016
Q1 | $71K | Buy |
|
|||||
|
2015
Q4 | $59K | Sell |
|
|||||
|
2015
Q3 | $65K | Buy |
|
|||||
|
2015
Q2 | $16K | Hold |
|
|||||
|
2015
Q1 | $15K | Buy |
|
|||||
|
2014
Q3 | – | Sell |
|
|||||
|
2014
Q2 | $16K | Buy |
|