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Criterion Capital Advisors’s Charles Schwab SCHW Stock Holding History

Criterion 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
Q4 		$58.8K Hold
798
– – 0.04% 123
2024
Q3 		$58.8K Hold
798
– – 0.04% 123
2024
Q2 		$58.8K Sell
798
-1
-0.1% -$74 0.04% 123
2024
Q1 		$57.8K Sell
799
-34
-4% -$2.46K 0.04% 125
2023
Q4 		$57.3K Buy
+833
New +$57.3K 0.04% 130