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Alta Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Alta Wealth Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-6,442
Closed -$337K – 139
2023
Q1 		$337K Buy
+6,442
New +$337K 0.21% 113