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Nikulski Financial’s Charles Schwab SCHW Stock Holding History

Nikulski Financial’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-16,735
Closed -$1.15M – 138
2023
Q4 		$1.15M Sell
16,735
-80
-0.5% -$5.5K 0.42% 56
2023
Q3 		$923K Buy
+16,815
New +$923K 0.38% 69