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AM Squared’s Charles Schwab SCHW Stock Holding History

AM Squared’s Portfolio SCHW Stock Details SCHW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-800
Closed -$43.9K – 74
2023
Q3 		$43.9K Sell
800
-1,100
-58% -$60.4K 0.07% 49
2023
Q2 		$108K Sell
1,900
-12,200
-87% -$691K 0.12% 60
2023
Q1 		$739K Buy
+14,100
New +$739K 0.57% 26