Solaris Asset Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
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|
2017
Q3 | $51K | Hold |
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|
2017
Q2 | $50K | Hold |
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|
2017
Q1 | $47K | Hold |
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|
2016
Q4 | $46K | Hold |
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|
2016
Q3 | $37K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $1K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $2.17M | Buy |
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|
2014
Q1 | $2.06M | Buy |
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|
2013
Q4 | $1.85M | Buy |
|