San Francisco Sentry Investment Group’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
Q2 | $144K | Sell |
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|
2021
Q1 | $130K | Hold |
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|
2020
Q4 | $106K | Buy |
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|
2020
Q3 | $58K | Sell |
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|
2020
Q2 | $54K | Sell |
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|
2020
Q1 | $55K | Sell |
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|
2019
Q4 | $98K | Sell |
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|
2019
Q3 | $104K | Sell |
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|
2019
Q2 | $100K | Sell |
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|
2019
Q1 | $222K | Buy |
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|
2018
Q4 | $200K | Buy |
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|
2018
Q3 | $220K | Sell |
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|
2018
Q2 | $256K | Sell |
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|
2018
Q1 | $727K | Buy |
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|
2017
Q4 | $707K | Buy |
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|
2017
Q3 | $498K | Buy |
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|
2017
Q2 | $454K | Buy |
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|
2017
Q1 | $288K | Buy |
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|
2016
Q4 | $230K | Buy |
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