L & S Advisors’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-22,472
Closed -$1.66M 371
2024
Q2
$1.66M Buy
+22,472
New +$1.66M 0.19% 137
2021
Q2
Sell
-33,894
Closed -$2.21M 378
2021
Q1
$2.21M Buy
+33,894
New +$2.21M 0.25% 134