Maxi Investments CY’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-75,167
Closed -$5.17M 123
2023
Q4
$5.17M Buy
+75,167
New +$5.17M 1.45% 16