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Aveo Capital Partners’s Charles Schwab SCHW Stock Holding History

Aveo Capital Partners’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
Q3 		– Sell
-6,257
Closed -$355K – 350
2023
Q2 		$355K Buy
+6,257
New +$355K 0.05% 254