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Boston Mountain Money Management’s Charles Schwab SCHW Stock Holding History

Boston Mountain Money Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		$239K Sell
3,689
-19
-0.5% -$1.23K 0.14% 56
2024
Q2 		$273K Hold
3,708
– – 0.18% 47
2024
Q1 		$268K Buy
+3,708
New +$268K 0.18% 48