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Ranch Capital Advisors’s Charles Schwab SCHW Stock Holding History

Ranch Capital Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-125
Closed -$9K – 500
2021
Q3 		$9K Hold
125
– – 0.01% 488
2021
Q2 		$9K Hold
125
– – 0.01% 669
2021
Q1 		$8K Buy
+125
New +$8K 0.01% 673