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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$388 Sell
2025
Q2
$365 Sell
2025
Q1
$443 Buy
2024
Q4
$374 Buy
2024
Q3
$145 Buy
2024
Q2
$155 Buy