Copperwynd Financial, LLC SCHWAB CHARLES FAMILY FD Transaction History

Copperwynd Financial, LLC

  • $318 Million
  • Q2 2024
Number of Shares
3,189,752
Previous 5,650,162 43.55%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024
SELL
N/A
-2,460,410 Reduced 43.55%
3,189,752 $0
Q1 2024

Apr 30, 2024
SELL
N/A
-3,052,128 Reduced 35.07%
5,650,162 $0
Q4 2023

Feb 13, 2024
BUY
N/A
111,398 Added 1.3%
8,702,290 $0
Q3 2023

Nov 07, 2023
BUY
N/A
8,590,892 New
8,590,892 $0
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