UWM
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Udine Wealth Management’s Charles Schwab SCHW Stock Holding History

Udine Wealth Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-27,128
Closed -$1.54M – 21
2023
Q2 		$1.54M Buy
27,128
+2,709
+11% +$154K 1.46% 18
2023
Q1 		$1.28M Buy
+24,419
New +$1.28M 1.97% 17