Westwood Management Corporation’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-16,500
| Closed | -$843K | – | 81 |
|
|
2018
Q2 | $843K | Buy |
16,500
+3,500
| +27% | +$179K | 0.11% | 42 |
|
|
2018
Q1 | $679K | Sell |
13,000
-95,400
| -88% | -$4.98M | 0.1% | 45 |
|
|
2017
Q4 | $5.57M | Buy |
+108,400
| New | +$5.57M | 0.78% | 22 |
|
|
2017
Q2 | – | Sell |
-10,900
| Closed | -$445K | – | 84 |
|
|
2017
Q1 | $445K | Sell |
10,900
-458,300
| -98% | -$18.7M | 0.08% | 55 |
|
|
2016
Q4 | $18.5M | Buy |
+469,200
| New | +$18.5M | 3.56% | 14 |
|