Starfire Investment Advisers’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-9,000
| Closed | -$361K | – | 177 |
|
|
2019
Q2 | $361K | Hold |
9,000
| – | – | 0.16% | 115 |
|
|
2019
Q1 | $384K | Hold |
9,000
| – | – | 0.18% | 110 |
|
|
2018
Q4 | $373K | Buy |
+9,000
| New | +$373K | 0.2% | 100 |
|
|
2017
Q2 | – | Sell |
-9,000
| Closed | -$346K | – | 137 |
|
|
2017
Q1 | $346K | Buy |
+9,000
| New | +$346K | 0.19% | 101 |
|