Ravenel Boykin Curry IV - Eagle Capital Management Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | Apr 15, 2025 | |
| Total Stocks | 40 | |
| Portfolio Value | $225,931 |
Eagle Capital Management Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q1 2020Mar 31, 2020 | FHLC Fidelity MSCI Health Care Index | Sell | -7-0.0% |
Q1 2020Mar 31, 2020 | ECL Ecolab Inc. | Sell | -114-0.5% |
Q1 2020Mar 31, 2020 | HD Home Depot, Inc. (The) | Sell | -120-0.6% |
Q1 2020Mar 31, 2020 | UNH UnitedHealth Group Incorporated | Sell | -168-1.0% |
Q1 2020Mar 31, 2020 | AMZN Amazon.com, Inc. | Sell | -219-6.8% |
Q1 2020Mar 31, 2020 | TSLA Tesla, Inc. | Sell | -310-44.0% |
Q1 2020Mar 31, 2020 | ACN Accenture plc | Sell | -311-1.4% |
Q1 2020Mar 31, 2020 | AWK American Water Works Company, I | Sell | -803-2.1% |
Q1 2020Mar 31, 2020 | QQQ Invesco QQQ Trust, Series 1 | Sell - Position Exit | -1,310-100.0% |
Q1 2020Mar 31, 2020 | INTU Intuit Inc. | Sell | -1,438-6.7% |
Q1 2020Mar 31, 2020 | AAPL Apple Inc. | Sell | -1,582-7.0% |
Q1 2020Mar 31, 2020 | V Visa Inc. | Sell | -2,348-7.6% |
Q1 2020Mar 31, 2020 | RSPT Invesco S&P 500 Equal Weight Te | Sell - Position Exit | -2,678-100.0% |
Q1 2020Mar 31, 2020 | MSFT Microsoft Corporation | Sell | -3,476-8.7% |
Q1 2020Mar 31, 2020 | ADM Archer-Daniels-Midland Company | Sell - Position Exit | -5,650-100.0% |
Q1 2020Mar 31, 2020 | SCHD Schwab US Dividend Equity ETF | Sell | -7,306-16.9% |
Q1 2020Mar 31, 2020 | SCHX Schwab U.S. Large-Cap ETF | Sell | -7,381-23.1% |
Q1 2020Mar 31, 2020 | FLRN SPDR Bloomberg Investment Grade | Sell | -8,407-1.7% |
Q1 2020Mar 31, 2020 | HON Honeywell International Inc. | Sell - Position Exit | -21,352-100.0% |
Q1 2020Mar 31, 2020 | SCHG Schwab U.S. Large-Cap Growth ET | Sell - Position Exit | -23,439-100.0% |
Q1 2020Mar 31, 2020 | CVX Chevron Corporation | Sell - Position Exit | -24,912-100.0% |
Q1 2020Mar 31, 2020 | DIS Walt Disney Company (The) | Sell - Position Exit | -26,585-100.0% |
Q1 2020Mar 31, 2020 | NOK Nokia Corporation Sponsored | Sell - Position Exit | -30,000-100.0% |
Q1 2020Mar 31, 2020 | JPM JP Morgan Chase & Co. | Sell - Position Exit | -31,113-100.0% |
Q1 2020Mar 31, 2020 | QCOM QUALCOMM Incorporated | Sell - Position Exit | -34,808-100.0% |
Q1 2020Mar 31, 2020 | SQ Block, Inc. | Sell - Position Exit | -40,311-100.0% |
Q1 2020Mar 31, 2020 | CSCO Cisco Systems, Inc. | Sell - Position Exit | -55,329-100.0% |
Q1 2020Mar 31, 2020 | SPY SPDR S&P 500 | Sell - Position Exit | -55,457-100.0% |
Q1 2020Mar 31, 2020 | DIA SPDR Dow Jones Industrial Avera | Sell - Position Exit | -58,962-100.0% |
Q1 2020Mar 31, 2020 | SCHV Schwab U.S. Large-Cap Value ETF | Sell - Position Exit | -148,230-100.0% |