Stewart & Patten Company’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q1
Sell
-6,130
Closed -$315K 100
2017
Q4
$315K Hold
6,130
0.06% 84
2017
Q3
$268K Buy
+6,130
New +$268K 0.05% 87