WealthTrust Fairport’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $14K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $32K | Hold |
|
|||||
|
2018
Q1 | $33K | Buy |
|
|||||
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $340K | Hold |
|
|||||
|
2016
Q4 | $329K | Sell |
|
|||||
|
2016
Q3 | $342K | Hold |
|
|||||
|
2016
Q2 | $274K | Sell |
|
|||||
|
2016
Q1 | $704K | Sell |
|
|||||
|
2015
Q4 | $1.03M | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
|||||
|
2014
Q4 | $10K | Hold |
|
|||||
|
2014
Q3 | $10K | Hold |
|
|||||
|
2014
Q2 | $9K | Buy |
|
|||||
|
2013
Q3 | – | Sell |
|
|||||
|
2013
Q2 | $3K | Buy |
|