Sunflower Bank Wealth Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-9,050
| Closed | -$273K | – | 100 |
|
|
2014
Q4 | $273K | Sell |
9,050
-1,060
| -10% | -$32K | 0.09% | 85 |
|
|
2014
Q3 | $297K | Sell |
10,110
-4,050
| -29% | -$119K | 0.1% | 79 |
|
|
2014
Q2 | $381K | Hold |
14,160
| – | – | 0.16% | 74 |
|
|
2014
Q1 | $387K | Sell |
14,160
-418
| -3% | -$11.4K | 0.19% | 71 |
|
|
2013
Q4 | $379K | Buy |
+14,578
| New | +$379K | 0.19% | 66 |
|