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Vista Investment Partners’s Charles Schwab SCHW Stock Holding History

Vista Investment Partners’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-20,150
Closed -$1.49M – 163
2024
Q4 		$1.49M Sell
20,150
-250
-1% -$18.5K 0.47% 63
2024
Q3 		$1.32M Buy
+20,400
New +$1.32M 0.42% 68