St. James Investment Advisors’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$101K Buy
2022
Q3
$59K Buy
2022
Q2
$34K Sell
2022
Q1
$68K Hold
2021
Q4
$68K Buy