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Lipe & Dalton’s Charles Schwab SCHW Stock Holding History

Lipe & Dalton’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-11,532
Closed -$633K – 105
2023
Q3 		$633K Buy
11,532
+7,732
+203% +$424K 0.38% 56
2023
Q2 		$215K Buy
+3,800
New +$215K 0.12% 77