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Woodley Farra Manion Portfolio Management’s Charles Schwab SCHW Stock Holding History

Woodley Farra Manion Portfolio Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-700
Closed -$24K – 335
2020
Q2 		$24K Hold
700
– – ﹤0.01% 216
2020
Q1 		$24K Hold
700
– – ﹤0.01% 216
2019
Q4 		$33K Buy
+700
New +$33K ﹤0.01% 211