WAG
SCHW icon

Winthrop Advisory Group’s Charles Schwab SCHW Stock Holding History

Winthrop Advisory Group’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-4,637
Closed -$201K – 92
2019
Q1 		$201K Sell
4,637
-1,127
-20% -$48.9K 0.09% 90
2018
Q4 		$239K Hold
5,764
– – 0.12% 70
2018
Q3 		$283K Buy
+5,764
New +$283K 0.16% 63