1858 Wealth Management’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-3,233	Closed	-$238K	–	132
2024 Q2	$238K	Sell	3,233 -321	-9%	-$23.7K	0.2%	99
2024 Q1	$245K	Hold	3,554	–	–	0.23%	95
2023 Q4	$245K	Buy	+3,554	New	+$245K	0.23%	95