SOAMC
SCHW.PRC
Spirit of America Management Corp’s The Charles Schwab Corporation SCHW.PRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-2,000
| Closed | -$54K | – | 301 |
|
|
2017
Q3 | $54K | Hold |
2,000
| – | – | 0.01% | 351 |
|
|
2017
Q2 | $54K | Hold |
2,000
| – | – | 0.01% | 345 |
|
|
2017
Q1 | $53K | Hold |
2,000
| – | – | 0.01% | 349 |
|
|
2016
Q4 | $51K | Hold |
2,000
| – | – | 0.01% | 355 |
|
|
2016
Q3 | $55K | Hold |
2,000
| – | – | 0.01% | 346 |
|
|
2016
Q2 | $55K | Hold |
2,000
| – | – | 0.01% | 328 |
|
|
2016
Q1 | $53K | Hold |
2,000
| – | – | 0.01% | 329 |
|
|
2015
Q4 | $54K | Hold |
2,000
| – | – | 0.01% | 321 |
|
|
2015
Q3 | $50K | Buy |
+2,000
| New | +$50K | 0.01% | 324 |
|