Criterion Capital Advisors’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$58.8K Hold
2024
Q3
$58.8K Hold
2024
Q2
$58.8K Sell
2024
Q1
$57.8K Sell
2023
Q4
$57.3K Buy