Cherry Creek Investment Advisors’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-3,032
Closed -$218K 93
2022
Q3
$218K Buy
+3,032
New +$218K 0.18% 83
2022
Q2
Sell
-3,105
Closed -$262K 101
2022
Q1
$262K Buy
3,105
+375
+14% +$31.6K 0.17% 87
2021
Q4
$230K Buy
+2,730
New +$230K 0.14% 98