LFGH
SCHW

Lee Financial Group Hawaii’s Charles Schwab SCHW Stock Holding History

Lee Financial Group Hawaii’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-16,211
Closed -$587K – 50
2020
Q3 		$587K Sell
16,211
-1,147
-7% -$39.9K 0.49% 32
2020
Q2 		$586K Buy
17,358
+293
+2% +$10.5K 0.5% 30
2020
Q1 		$574K Buy
+17,065
New +$716K 0.66% 22

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