Cypress Capital’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-119,110
Closed -$7.53M 164
2022
Q2
$7.53M Hold
119,110
1.07% 26
2022
Q1
$10M Sell
119,110
-835
-0.7% -$70.4K 1.23% 21
2021
Q4
$10.1M Hold
119,945
1.15% 25
2021
Q3
$8.74M Buy
+119,945
New +$8.74M 1.11% 22