Tevis Investment Management’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-154
Closed -$11K 169
2022
Q3
$11K Hold
154
0.01% 358
2022
Q2
$10K Hold
154
0.01% 373
2022
Q1
$13K Hold
154
0.01% 350
2021
Q4
$13K Buy
+154
New +$13K 0.01% 394