Sonora Investment Management’s Charles Schwab 5.95% Series D Preferred Stock SCHW.PRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $5.92M | Sell |
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|
2020
Q4 | $6.37M | Sell |
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|
2020
Q3 | $6.72M | Sell |
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|
2020
Q2 | $6.96M | Buy |
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|
2020
Q1 | $4.84M | Sell |
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|
2019
Q4 | $5.37M | Buy |
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|
2019
Q3 | $4.42M | Buy |
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|
2019
Q2 | $3.52M | Buy |
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|
2019
Q1 | $2.55M | Buy |
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|
2018
Q4 | $1.48M | Buy |
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|
2018
Q3 | $1M | Buy |
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|
2018
Q2 | $938K | Sell |
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|
2018
Q1 | $965K | Sell |
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|
2017
Q4 | $1.36M | Buy |
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|
2017
Q3 | $918K | Buy |
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|
2017
Q2 | $598K | Buy |
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|
2017
Q1 | $105K | Hold |
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|
2016
Q4 | $99.3K | Buy |
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|
2016
Q3 | $42.9K | Buy |
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