Camelot Portfolios’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-30
Closed -$2.21K 485
2024
Q2
$2.21K Buy
+30
New +$2.21K ﹤0.01% 518
2021
Q1
Sell
-4,390
Closed -$233K 231
2020
Q4
$233K Buy
+4,390
New +$233K 0.12% 184