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 |
|---|---|---|---|
Q3 2015Sep 30, 2015 | SCHD Schwab US Dividend Equity ETF | Sell | -1,745-4.1% |
Q3 2015Sep 30, 2015 | BIIB Biogen Inc. | Sell - Position Exit | -8,542-100.0% |
Q3 2015Sep 30, 2015 | SCHB Schwab U.S. Broad Market ETF | Sell - Position Exit | -12,506-100.0% |
Q3 2015Sep 30, 2015 | MCK McKesson Corporation | Sell - Position Exit | -12,646-100.0% |
Q3 2015Sep 30, 2015 | CVX Chevron Corporation | Sell - Position Exit | -19,768-100.0% |
Q3 2015Sep 30, 2015 | UPS United Parcel Service, Inc. | Sell - Position Exit | -20,988-100.0% |
Q3 2015Sep 30, 2015 | MMM 3M Company | Sell - Position Exit | -21,026-100.0% |
Q3 2015Sep 30, 2015 | TMO Thermo Fisher Scientific Inc | Sell - Position Exit | -23,188-100.0% |
Q3 2015Sep 30, 2015 | DIA SPDR Dow Jones Industrial Avera | Sell - Position Exit | -25,825-100.0% |
Q3 2015Sep 30, 2015 | KMB Kimberly-Clark Corporation | Sell - Position Exit | -26,491-100.0% |
Q3 2015Sep 30, 2015 | UNP Union Pacific Corporation | Sell - Position Exit | -28,417-100.0% |
Q3 2015Sep 30, 2015 | XLE SPDR Select Sector Fund - Energ | Sell - Position Exit | -29,522-100.0% |
Q3 2015Sep 30, 2015 | SRE DBA Sempra | Sell - Position Exit | -29,845-100.0% |
Q3 2015Sep 30, 2015 | SCHG Schwab U.S. Large-Cap Growth ET | Sell - Position Exit | -32,510-100.0% |
Q3 2015Sep 30, 2015 | SPY SPDR S&P 500 | Sell | -32,678-92.7% |
Q3 2015Sep 30, 2015 | GILD Gilead Sciences, Inc. | Sell - Position Exit | -33,619-100.0% |
Q3 2015Sep 30, 2015 | KMI Kinder Morgan, Inc. | Sell - Position Exit | -44,267-100.0% |
Q3 2015Sep 30, 2015 | SCHO Schwab Short-Term U.S. Treasury | Sell | -50,011-16.9% |
Q3 2015Sep 30, 2015 | TXN Texas Instruments Incorporated | Sell - Position Exit | -62,345-100.0% |
Q3 2015Sep 30, 2015 | VZ Verizon Communications Inc. | Sell - Position Exit | -62,741-100.0% |
Q3 2015Sep 30, 2015 | INTC Intel Corporation | Sell - Position Exit | -63,072-100.0% |
Q3 2015Sep 30, 2015 | DVY iShares Select Dividend ETF | Sell - Position Exit | -81,465-100.0% |
Q3 2015Sep 30, 2015 | NOBL ProShares S&P 500 Dividend Aris | Sell - Position Exit | -109,810-100.0% |
Q2 2015Jun 30, 2015 | SBUX Starbucks Corporation | Buy | +38,697+99.3% |
Q2 2015Jun 30, 2015 | MCK McKesson Corporation | Buy - Position Entry | +12,646 |
Q2 2015Jun 30, 2015 | CVX Chevron Corporation | Buy | +1,125+6.0% |
Q2 2015Jun 30, 2015 | SCHB Schwab U.S. Broad Market ETF | Buy | +998+8.7% |
Q2 2015Jun 30, 2015 | SCHG Schwab U.S. Large-Cap Growth ET | Buy | +759+2.4% |
Q2 2015Jun 30, 2015 | KMI Kinder Morgan, Inc. | Buy | +662+1.5% |
Q2 2015Jun 30, 2015 | SCHD Schwab US Dividend Equity ETF | Buy | +338+0.8% |