Winslow Evans & Crocker’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $17K | Sell |
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|
2020
Q3 | $22K | Hold |
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|
2020
Q2 | $21K | Sell |
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|
2020
Q1 | $22K | Buy |
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|
2019
Q4 | $28K | Buy |
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|
2019
Q3 | $14K | Sell |
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|
2019
Q2 | $16K | Sell |
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|
2019
Q1 | $20K | Buy |
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|
2018
Q4 | $14K | Hold |
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|
2018
Q3 | $18K | Hold |
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|
2018
Q2 | $18K | Hold |
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|
2018
Q1 | $17.1K | Hold |
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|
2017
Q4 | $16.9K | Hold |
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|
2017
Q3 | $14.3K | Hold |
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|
2017
Q2 | $14.1K | Hold |
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|
2017
Q1 | $13.4K | Hold |
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|
2016
Q4 | $12.9K | Hold |
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|
2016
Q3 | $10.4K | Sell |
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|
2016
Q2 | $18.3K | Sell |
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|
2016
Q1 | $23.8K | Sell |
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|
2015
Q4 | $32.8K | Buy |
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|
2015
Q3 | $26.6K | Buy |
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|
2015
Q2 | $29.2K | Buy |
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|
2015
Q1 | $19.5K | Hold |
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|
2014
Q4 | $19.3K | Hold |
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|
2014
Q3 | $18.8K | Buy |
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|
2014
Q2 | $17.2K | Hold |
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|
2014
Q1 | $17.5K | Sell |
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|
2013
Q4 | $20K | Buy |
|