Secrest Blakey & Associates’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$220K Buy
2020
Q1
Sell
2019
Q4
$252K Buy
2018
Q1
Sell
2017
Q4
$257K Buy