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Fermata Advisors’s Charles Schwab SCHW Stock Holding History

Fermata Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,941
Closed -$213K – 243
2024
Q1 		$213K Sell
2,941
-1,210
-29% -$87.5K 0.05% 191
2023
Q4 		$286K Buy
+4,151
New +$286K 0.07% 137