CJ
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Caitlin John’s Charles Schwab SCHW Stock Holding History

Caitlin John’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 		– Sell
-910
Closed -$67.1K – 917
2024
Q2 		$67.1K Buy
910
+188
+26% +$13.9K 0.05% 209
2024
Q1 		$52.2K Sell
722
-79
-10% -$5.72K 0.04% 221
2023
Q4 		$55.1K Buy
+801
New +$55.1K 0.05% 197