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CFM Wealth Partners’s Charles Schwab SCHW Stock Holding History

CFM Wealth 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
2020
Q3 		– Sell
-204
Closed -$6K – 404
2020
Q2 		$6K Hold
204
– – ﹤0.01% 428
2020
Q1 		$7K Hold
204
– – ﹤0.01% 462
2019
Q4 		$10K Buy
+204
New +$10K ﹤0.01% 423