Sonora Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $354K | Buy |
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|
2021
Q2 | $246K | Hold |
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|
2021
Q1 | $221K | Buy |
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|
2020
Q4 | $165K | Sell |
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|
2020
Q3 | $116K | Hold |
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|
2020
Q2 | $108K | Buy |
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|
2020
Q1 | $107K | Hold |
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|
2019
Q4 | $152K | Sell |
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|
2019
Q3 | $137K | Buy |
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|
2019
Q2 | $131K | Hold |
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|
2019
Q1 | $139K | Hold |
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|
2018
Q4 | $135K | Buy |
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|
2018
Q3 | $156K | Buy |
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|
2018
Q2 | $130K | Hold |
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|
2018
Q1 | $133K | Hold |
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|
2017
Q4 | $131K | Buy |
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|
2017
Q3 | $107K | Hold |
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|
2017
Q2 | $105K | Hold |
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|
2017
Q1 | $100K | Buy |
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|
2016
Q4 | $84.9K | Hold |
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|
2016
Q3 | $67.9K | Buy |
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|
2016
Q2 | $30.4K | Sell |
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|
2016
Q1 | $50.4K | Buy |
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|
2015
Q4 | $33K | Buy |
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|
2015
Q3 | $16K | Buy |
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