Saddle Road Partners’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q4
Sell
-5,062
Closed -$160K 120
2016
Q3
$160K Hold
5,062
0.09% 108
2016
Q2
$128K Hold
5,062
0.08% 111
2016
Q1
$142K Hold
5,062
0.09% 115
2015
Q4
$167K Buy
+5,062
New +$167K 0.11% 113