Shine Investment Advisory Services’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $40K | Buy |
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|
2020
Q2 | $25K | Sell |
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|
2020
Q1 | $36K | Hold |
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|
2019
Q4 | $50K | Buy |
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|
2019
Q3 | $26K | Sell |
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|
2019
Q2 | $34K | Sell |
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|
2019
Q1 | $97K | Sell |
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|
2018
Q4 | $111K | Hold |
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|
2018
Q3 | $131K | Hold |
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|
2018
Q2 | $136K | Sell |
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|
2018
Q1 | $171K | Hold |
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|
2017
Q4 | $168K | Sell |
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|
2017
Q3 | $144K | Sell |
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|
2017
Q2 | $145K | Buy |
|