DSC Advisors’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-3,335
Closed -$240K 75
2022
Q3
$240K Sell
3,335
-786
-19% -$56.6K 0.25% 79
2022
Q2
$260K Sell
4,121
-604
-13% -$38.1K 0.26% 85
2022
Q1
$398K Buy
+4,725
New +$398K 0.14% 67