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Cottonwood Capital Advisors’s Charles Schwab SCHW Stock Holding History

Cottonwood Capital Advisors’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
Q2 		– Sell
-3,283
Closed -$234K – 120
2024
Q1 		$234K Hold
3,283
– – 0.19% 107
2023
Q4 		$226K Buy
+3,283
New +$226K 0.19% 110