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Minot DeBlois Advisors’s Charles Schwab SCHW Stock Holding History

Minot DeBlois Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$17.8K Hold
195
– – 0.02% 139
2025
Q1 		$15.3K Hold
195
– – 0.02% 140
2024
Q4 		$14.4K Buy
+195
New +$14.4K 0.01% 186