Wealthspire Advisors (Maryland)’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $346K | Buy |
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|
2020
Q1 | $286K | Sell |
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|
2019
Q4 | $1.2M | Sell |
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|
2019
Q3 | $1.35M | Sell |
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|
2019
Q2 | $1.47M | Buy |
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|
2019
Q1 | $1.55M | Buy |
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|
2018
Q4 | $1.5M | Sell |
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|
2018
Q3 | $1.86M | Buy |
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|
2018
Q2 | $1.86M | Sell |
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|
2018
Q1 | $1.92M | Sell |
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|
2017
Q4 | $1.9M | Buy |
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|
2017
Q3 | $1.45M | Sell |
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|
2017
Q2 | $1.44M | Buy |
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|
2017
Q1 | $981K | Buy |
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|
2016
Q4 | $608K | Buy |
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|
2016
Q3 | $314K | Buy |
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|
2016
Q2 | $178K | Sell |
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|
2016
Q1 | $201K | Buy |
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|
2015
Q4 | $49K | Buy |
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