MLL
Moody Lynn & Lieberson’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-53,879
| Closed | -$4.54M | – | 239 |
|
|
2022
Q1 | $4.54M | Buy |
+53,879
| New | +$4.54M | 0.33% | 63 |
|
|
2021
Q3 | – | Sell |
-52,699
| Closed | -$3.84M | – | 234 |
|
|
2021
Q2 | $3.84M | Buy |
52,699
+880
| +2% | +$64.1K | 0.29% | 73 |
|
|
2021
Q1 | $3.38M | Buy |
+51,819
| New | +$3.38M | 0.28% | 72 |
|
|
2018
Q2 | – | Sell |
-19,060
| Closed | -$995K | – | 214 |
|
|
2018
Q1 | $995K | Sell |
19,060
-82,905
| -81% | -$4.33M | 0.12% | 101 |
|
|
2017
Q4 | $5.43M | Buy |
101,965
+37,765
| +59% | +$2.01M | 0.58% | 51 |
|
|
2017
Q3 | $2.81M | Buy |
+64,200
| New | +$2.81M | 0.34% | 66 |
|
|
2013
Q4 | – | Sell |
-22,732
| Closed | -$481K | – | 204 |
|
|
2013
Q3 | $481K | Sell |
22,732
-292,873
| -93% | -$6.2M | 0.07% | 126 |
|
|
2013
Q2 | $6.7M | Buy |
+315,605
| New | +$6.7M | 1.17% | 32 |
|