F/M Investments’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-31,013
Closed -$2.58M 69
2022
Q4
$2.58M Sell
31,013
-2,552
-8% -$212K 3.13% 7
2022
Q3
$2.41M Buy
+33,565
New +$2.41M 3.91% 7