Fernwood Investment Management’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
-523
Closed -$37.8K 606
2024
Q1
$37.8K Buy
+523
New +$37.8K 0.01% 370