Genesee Capital 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
Q2
Sell
-22,038
Closed -$1.86M 121
2022
Q1
$1.86M Buy
+22,038
New +$1.86M 0.97% 30