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Barry Investment Advisors’s Charles Schwab SCHW Stock Holding History

Barry Investment Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-3,264
Closed -$213K – 121
2021
Q1 		$213K Buy
+3,264
New +$213K 0.06% 107
2020
Q1 		– Sell
-5,229
Closed -$251K – 76
2019
Q4 		$251K Buy
+5,229
New +$251K 0.09% 58