D'Orazio & Associates’s Charles Schwab SCHW Stock Holding History

D'Orazio & Associates’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$245K	Buy
2025 Q2	$220K	Sell
2025 Q1	$206K	Buy
2021 Q4	–	Sell
2021 Q3	$43K	Buy
2021 Q2	$35K	Buy
2021 Q1	$32K	Buy
2020 Q4	$17K	Buy
2017 Q3	–	Sell
2017 Q2	$26K	Buy