Alaethes Wealth’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-205
Closed -$17K 258
2022
Q1
$17K Hold
205
0.01% 190
2021
Q4
$17K Hold
205
0.01% 176
2021
Q3
$15K Hold
205
0.01% 171
2021
Q2
$15K Buy
+205
New +$15K 0.01% 171