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Custom Index Systems’s Charles Schwab SCHW Stock Holding History

Custom Index Systems’s Portfolio SCHW Stock Details SCHW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-8,049
Closed -$593K – 284
2024
Q2 		$593K Buy
+8,049
New +$593K 0.34% 65
2024
Q1 		– Sell
-5,278
Closed -$363K – 309
2023
Q4 		$363K Buy
+5,278
New +$363K 0.22% 131