Mirabella Financial Services’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$343K Buy
2023
Q3
Sell
2023
Q2
$285K Buy
2020
Q4
Sell
2020
Q3
$5.59M Buy