BWA
Blodgett Wealth Advisors’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Hold |
3,167
| – | – | 0.23% | 51 |
|
|
2025
Q1 | $248K | Hold |
3,167
| – | – | 0.21% | 55 |
|
|
2024
Q4 | $234K | Hold |
3,167
| – | – | 0.18% | 57 |
|
|
2024
Q3 | $205K | Buy |
3,167
+2
| +0.1% | +$130 | 0.17% | 58 |
|
|
2024
Q2 | $233K | Buy |
3,165
+2
| +0.1% | +$147 | 0.2% | 53 |
|
|
2024
Q1 | $229K | Buy |
+3,163
| New | +$229K | 0.21% | 58 |
|