Williams Jones & Associates’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
Q2 | $10.9M | Sell |
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|
2019
Q1 | $11.7M | Buy |
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|
2018
Q4 | $11.2M | Sell |
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|
2018
Q3 | $13.7M | Buy |
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|
2018
Q2 | $14.2M | Buy |
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|
2018
Q1 | $14.4M | Sell |
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|
2017
Q4 | $14.2M | Buy |
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|
2017
Q3 | $12M | Buy |
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|
2017
Q2 | $11.2M | Buy |
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|
2017
Q1 | $10.6M | Buy |
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|
2016
Q4 | $10.1M | Buy |
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|
2016
Q3 | $7.69M | Sell |
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|
2016
Q2 | $6.19M | Buy |
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