Riverview Capital Advisers’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
Sell
-53,948
Closed -$2.96M 86
2023
Q3
$2.96M Sell
53,948
-53,934
-50% -$2.96M 1.31% 26
2023
Q2
$6.11M Hold
107,882
2.68% 11
2023
Q1
$5.65M Buy
+107,882
New +$5.65M 2.43% 13