Second Line Capital’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-21,983
Closed -$1.59M 128
2024
Q1
$1.59M Sell
21,983
-22
-0.1% -$1.59K 0.52% 44
2023
Q4
$1.51M Buy
+22,005
New +$1.51M 0.61% 42