TWM
Torch Wealth Management’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-58,675
| Closed | -$2.4M | – | 98 |
|
|
2017
Q1 | $2.4M | Buy |
58,675
+300
| +0.5% | +$12.2K | 1.6% | 19 |
|
|
2016
Q4 | $2.3M | Buy |
+58,375
| New | +$2.3M | 1.63% | 19 |
|
|
2014
Q3 | – | Sell |
-1,350
| Closed | -$36K | – | 205 |
|
|
2014
Q2 | $36K | Hold |
1,350
| – | – | 0.02% | 180 |
|
|
2014
Q1 | $37K | Buy |
+1,350
| New | +$37K | 0.03% | 179 |
|