InterOcean Capital Group’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
Q1
$2.84M Sell
2023
Q4
$2.71M Buy
2023
Q3
$1.77M Buy
2023
Q2
$597K Sell
2023
Q1
$552K Buy
2022
Q4
$603K Buy
2022
Q3
$494K Buy
2022
Q2
$396K Buy
2022
Q1
$242K Sell
2021
Q4
$242K Buy