Monument Capital Management’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-2,810
Closed -$236K 153
2021
Q4
$236K Buy
2,810
+1
+0% +$84 0.07% 132
2021
Q3
$205K Buy
+2,809
New +$205K 0.07% 143