Crown Advisors Management’s Charles Schwab SCHW Stock Holding History

Crown Advisors Management’s Portfolio SCHW Stock Details SCHW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell
2023 Q4	$2.06M	Hold
2023 Q3	$1.65M	Hold
2023 Q2	$1.7M	Hold
2023 Q1	$1.57M	Buy