WFG Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $11K | Sell |
250
-250
| -50% | -$11K | ﹤0.01% | 1113 |
|
|
2017
Q1 | $20K | Hold |
500
| – | – | 0.01% | 887 |
|
|
2016
Q4 | $20K | Hold |
500
| – | – | ﹤0.01% | 941 |
|
|
2016
Q3 | $16K | Hold |
500
| – | – | ﹤0.01% | 1002 |
|
|
2016
Q2 | $13K | Buy |
500
+418
| +510% | +$10.9K | ﹤0.01% | 1021 |
|
|
2016
Q1 | $2K | Hold |
82
| – | – | ﹤0.01% | 1349 |
|
|
2015
Q4 | $3K | Hold |
82
| – | – | ﹤0.01% | 1308 |
|
|
2015
Q3 | $2K | Buy |
82
+1
| +1% | +$24 | ﹤0.01% | 1426 |
|
|
2015
Q2 | $3K | Hold |
81
| – | – | ﹤0.01% | 1425 |
|
|
2015
Q1 | $2K | Hold |
81
| – | – | ﹤0.01% | 1550 |
|
|
2014
Q4 | $2K | Hold |
81
| – | – | ﹤0.01% | 1855 |
|
|
2014
Q3 | $2K | Hold |
81
| – | – | ﹤0.01% | 1870 |
|
|
2014
Q2 | $2K | Sell |
81
-492
| -86% | -$12.1K | ﹤0.01% | 1814 |
|
|
2014
Q1 | $16K | Sell |
573
-444
| -44% | -$12.4K | ﹤0.01% | 1328 |
|
|
2013
Q4 | $26K | Sell |
1,017
-20
| -2% | -$511 | ﹤0.01% | 1244 |
|
|
2013
Q3 | $22K | Buy |
1,037
+1
| +0.1% | +$21 | ﹤0.01% | 1245 |
|
|
2013
Q2 | $22K | Buy |
+1,036
| New | +$22K | ﹤0.01% | 1182 |
|