Nalls Sherbakoff Group’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$7.09K Hold
103
0.01% 289
2023
Q3
$5.66K Sell
103
-100
-49% -$5.49K 0.01% 290
2023
Q2
$10.7K Sell
203
-150
-42% -$7.9K 0.01% 264
2023
Q1
$18.5K Buy
+353
New +$18.5K 0.02% 236