Spinnaker Trust’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
Q1 | – | Sell |
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|
2019
Q4 | $3.66M | Sell |
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|
2019
Q3 | $3.34M | Buy |
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|
2019
Q2 | $2.85M | Buy |
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|
2019
Q1 | $2.95M | Buy |
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|
2018
Q4 | $2.83M | Buy |
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|
2018
Q3 | $3M | Buy |
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|
2018
Q2 | $2.83M | Sell |
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|
2018
Q1 | $3.48M | Sell |
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|
2017
Q4 | $3.56M | Buy |
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|
2017
Q3 | $3.02M | Buy |
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|
2017
Q2 | $2.94M | Buy |
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|
2017
Q1 | $2.63M | Buy |
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