WP
Waycross Partners’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-25,000
| Closed | -$1.84M | – | 72 |
|
|
2024
Q2 | $1.84M | Hold |
25,000
| – | – | 0.28% | 49 |
|
|
2024
Q1 | $1.81M | Hold |
25,000
| – | – | 0.31% | 50 |
|
|
2023
Q4 | $1.72M | Hold |
25,000
| – | – | 0.32% | 53 |
|
|
2023
Q3 | $1.37M | Sell |
25,000
-1,800
| -7% | -$98.8K | 0.3% | 47 |
|
|
2023
Q2 | $1.52M | Buy |
+26,800
| New | +$1.52M | 0.33% | 48 |
|