Wilmington Trust’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | $1.6M | Buy |
59,556
+4,128
| +7% | +$111K | 0.03% | 300 |
|
|
2014
Q1 | $1.52M | Buy |
55,428
+5,762
| +12% | +$157K | 0.03% | 295 |
|
|
2013
Q4 | $1.29M | Sell |
49,666
-2,540
| -5% | -$66.1K | 0.02% | 318 |
|
|
2013
Q3 | $1.1M | Buy |
52,206
+2,925
| +6% | +$61.9K | 0.02% | 323 |
|
|
2013
Q2 | $1.05M | Buy |
+49,281
| New | +$1.05M | 0.02% | 313 |
|