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Core Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Core 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
Q1 		– Sell
-67
Closed -$5.58K – 274
2022
Q4 		$5.58K Buy
+67
New +$5.58K ﹤0.01% 201