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Bluesphere Advisors’s Charles Schwab SCHW Stock Holding History

Bluesphere Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,900
Closed -$214K – 107
2024
Q2 		$214K Hold
2,900
– – 0.11% 89
2024
Q1 		$210K Buy
+2,900
New +$210K 0.12% 89