Current Value of Holding

$160 Thousand

Shares

2.2 Thousand

% of Portfolio

0.00%

Average Buy Price

$20.3

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18 Tom Russo Charles Schwab Trades

Tom Russo acquired 2.2 Thousand Charles Schwab shares worth $160 Thousand. That's 0.00% of their equity portfolio (78th largest holding). The first Charles Schwab trade was made in Q2 2001. Since then Tom Russo bought shares five more times and sold shares on twelve occasions. The stake costed the investor $44.6 Thousand, netting the investor a gain of 260% so far.

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Sold 13.7% shares (-350 shares) Q4 2007
Avg closing price $23.32
Price range $21.60 - $25.55
Sold 56.0% shares (-3.25 Thousand shares) Q3 2007
Avg closing price $20.20
Price range $17.90 - $22.48
Increased shares by 100.0% (+2.9 Thousand shares) Q2 2007
Avg closing price $20.28
Price range $18.55 - $22.69
Sold 3.2% shares (-95 shares) Q1 2007
Avg closing price $18.90
Price range $17.76 - $20.35
Sold 4.8% shares (-150 shares) Q4 2006
Avg closing price $19.34
Price range $19.34 - $19.34
Sold 18.3% shares (-705 shares) Q3 2006
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Sold 55.7% shares (-4.85 Thousand shares) Q2 2006
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Increased shares by 100.0% (+4.35 Thousand shares) Q1 2006
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Sold 97.1% shares (-144 Thousand shares) Q3 2005
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New holding (+149 Thousand shares) Q2 2005
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Sold 5.6% shares (-4.5 Thousand shares) Q3 2004
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Sold 11.1% shares (-10 Thousand shares) Q1 2004
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Sold 30.8% shares (-40 Thousand shares) Q4 2003
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Sold 18.8% shares (-30 Thousand shares) Q3 2003
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Increased shares by 11699.4% (+159 Thousand shares) Q2 2003
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New holding (+1.36 Thousand shares) Q2 2002
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Sold 33.3% shares (-150 shares) Q3 2001
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New holding (+450 shares) Q2 2001
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