Envoi LLC’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,325
Closed -$313K 29
2024
Q1
$313K Buy
+4,325
New +$313K 0.74% 20
2022
Q3
Sell
-4,300
Closed -$272K 13
2022
Q2
$272K Buy
+4,300
New +$272K 0.79% 11