Roosevelt Investment Group’s The Charles Schwab Corporation SCHW.PRB.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
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|
2017
Q3 | $4.1M | Sell |
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|
2017
Q2 | $4.22M | Sell |
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2017
Q1 | $4.49M | Sell |
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|
2016
Q4 | $4.81M | Sell |
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|
2016
Q3 | $5.56M | Sell |
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|
2016
Q2 | $5.88M | Buy |
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|
2016
Q1 | $3.02M | Buy |
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|
2015
Q4 | $2.87M | Buy |
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|
2015
Q3 | $2.28M | Buy |
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|
2015
Q2 | $1.82M | Buy |
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|
2015
Q1 | $1.01M | Buy |
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|
2014
Q4 | $569K | Buy |
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