Allred Capital Management’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-1,508
Closed -$98.3K 659
2021
Q1
$98.3K Buy
+1,508
New +$98.3K 0.04% 261
2020
Q1
Sell
-2,837
Closed -$135K 609
2019
Q4
$135K Buy
+2,837
New +$135K 0.07% 180