Lee Capital Holdings’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
2021
Q4
$1.22M Buy
2021
Q3
$851K Sell
2021
Q2
$1.48M Buy
2021
Q1
$1.09M Buy
2020
Q4
$872K Buy
2018
Q4
Sell
2018
Q3
$3.31M Buy
2018
Q2
$2.42M Buy