Berkeley Inc’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
2022
Q3
$219K Sell
2022
Q2
$206K Buy
2022
Q1
$252K Buy
2021
Q4
$251K Hold
2021
Q3
$217K Buy
2021
Q2
$217K Buy