Nachman Norwood & Parrott’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
$347K Sell
2021
Q1
$315K Buy
2020
Q4
$256K Buy
2020
Q3
$166K Sell
2020
Q2
$203K Buy
2020
Q1
$200K Sell
2019
Q4
$284K Buy