SevenBridge Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
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|
2019
Q2 | $540K | Hold |
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|
2019
Q1 | $574K | Sell |
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|
2018
Q4 | $605K | Sell |
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|
2018
Q3 | $812K | Hold |
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|
2018
Q2 | $844K | Buy |
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|
2018
Q1 | $828K | Sell |
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|
2017
Q4 | $823K | Buy |
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|
2017
Q3 | $697K | Buy |
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|
2017
Q2 | $452K | Buy |
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|
2017
Q1 | $405K | Sell |
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|
2016
Q4 | $382K | Hold |
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|
2016
Q3 | $382K | Buy |
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|
2016
Q2 | $283K | Buy |
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