Stevens First Principles Investment Advisors’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-131
| Closed | -$7K | – | 171 |
|
|
2018
Q1 | $7K | Hold |
131
| – | – | ﹤0.01% | 134 |
|
|
2017
Q4 | $7K | Buy |
+131
| New | +$7K | ﹤0.01% | 160 |
|
|
2016
Q1 | – | Sell |
-500
| Closed | -$16K | – | 175 |
|
|
2015
Q4 | $16K | Hold |
500
| – | – | 0.01% | 145 |
|
|
2015
Q3 | $14K | Buy |
+500
| New | +$14K | 0.01% | 160 |
|