Y.D. More Investments’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$365 Sell
1,366
-738
-35% -$197 ﹤0.01% 407
2025
Q1
$443 Buy
2,104
+259
+14% +$55 ﹤0.01% 421
2024
Q4
$374 Buy
1,845
+1,015
+122% +$206 ﹤0.01% 406
2024
Q3
$145 Buy
830
+40
+5% +$7 ﹤0.01% 393
2024
Q2
$155 Buy
+790
New +$155 ﹤0.01% 399