Buck Wealth Strategies’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-573	Closed	-$31.5K	–	290
2023 Q3	$31.5K	Buy	573 +2	+0.4%	+$110	0.01%	143
2023 Q2	$32.4K	Buy	571 +3	+0.5%	+$170	0.01%	96
2023 Q1	$29.8K	Buy	+568	New	+$29.8K	0.01%	72