Charles Schwab’s Appreciate Holdings, Inc. Class A Common Stock SFR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-64,436
Closed -$23.8K 3663
2023
Q2
$23.8K Buy
64,436
+369
+0.6% +$136 ﹤0.01% 3538
2023
Q1
$36.5K Buy
+64,067
New +$36.5K ﹤0.01% 3406