Beck 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
2023
Q2
Sell
-38,375
Closed -$2.01M 123
2023
Q1
$2.01M Buy
+38,375
New +$2.01M 0.86% 50