Scholtz & Company’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-41,195
| Closed | -$2.15M | – | 65 |
|
|
2018
Q1 | $2.15M | Sell |
41,195
-3,475
| -8% | -$181K | 1.59% | 31 |
|
|
2017
Q4 | $2.3M | Buy |
+44,670
| New | +$2.3M | 1.66% | 25 |
|
|
2017
Q3 | – | Sell |
-50,545
| Closed | -$2.17M | – | 68 |
|
|
2017
Q2 | $2.17M | Sell |
50,545
-1,760
| -3% | -$75.6K | 1.87% | 22 |
|
|
2017
Q1 | $2.14M | Sell |
52,305
-2,240
| -4% | -$91.4K | 1.81% | 28 |
|
|
2016
Q4 | $2.15M | Buy |
+54,545
| New | +$2.15M | 1.87% | 25 |
|