ICA Group Wealth Management’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$7.37K Sell
2024
Q1
$9.4K Sell
2023
Q4
$12.7K Buy
2023
Q3
Sell
2023
Q2
$10.5K Sell
2023
Q1
$20.2K Buy
2022
Q4
$5K Buy