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Whitegate Investment Counselors’s Charles Schwab SCHW Stock Holding History

Whitegate Investment Counselors’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-4,025
Closed -$293K – 182
2021
Q3 		$293K Hold
4,025
– – 0.04% 192
2021
Q2 		$293K Hold
4,025
– – 0.04% 189
2021
Q1 		$262K Hold
4,025
– – 0.04% 189
2020
Q4 		$213K Buy
+4,025
New +$213K 0.03% 200