Watermark Asset Management’s Charles Schwab SCHW Stock Holding History

Watermark Asset Management’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$58K	Buy
2018 Q3	$69K	Buy
2018 Q2	$71K	Buy
2018 Q1	$73K	Hold
2017 Q4	$72K	Buy
2017 Q3	$61K	Sell
2017 Q2	$87K	Buy
2017 Q1	$82K	Buy