1620 Investment Advisors’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	$3.01K	Hold	33	–	–	﹤0.01%	572
2025 Q1	$2.58K	Hold	33	–	–	﹤0.01%	562
2024 Q4	$2.44K	Buy	33 +16	+94%	+$1.18K	﹤0.01%	573
2024 Q3	$1.12K	Sell	17 -1,039	-98%	-$68.6K	﹤0.01%	613
2024 Q2	$77.8K	Buy	+1,056	New	+$77.8K	0.06%	248