Stanford Investment Group’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-1,772
| Closed | -$70K | – | 246 |
|
|
2016
Q4 | $70K | Buy |
1,772
+147
| +9% | +$5.81K | 0.03% | 113 |
|
|
2016
Q3 | $51K | Buy |
1,625
+290
| +22% | +$9.1K | 0.02% | 150 |
|
|
2016
Q2 | $34K | Sell |
1,335
-189
| -12% | -$4.81K | 0.02% | 186 |
|
|
2016
Q1 | $43K | Buy |
1,524
+300
| +25% | +$8.47K | 0.02% | 149 |
|
|
2015
Q4 | $40K | Hold |
1,224
| – | – | 0.02% | 147 |
|
|
2015
Q3 | $35K | Buy |
1,224
+325
| +36% | +$9.29K | 0.03% | 153 |
|
|
2015
Q2 | $29K | Sell |
899
-227
| -20% | -$7.32K | 0.02% | 194 |
|
|
2015
Q1 | $34K | Hold |
1,126
| – | – | 0.03% | 171 |
|
|
2014
Q4 | $34K | Buy |
+1,126
| New | +$34K | 0.03% | 171 |
|