GVO Asset Management’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-2,300
Closed -$167K 50
2021
Q2
$167K Hold
2,300
0.14% 18
2021
Q1
$150K Buy
+2,300
New +$150K 0.15% 20