Doyle Wealth Management’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-70
Closed -$3K 653
2019
Q2
$3K Buy
+70
New +$3K ﹤0.01% 777
2019
Q1
Sell
-70
Closed -$3K 637
2018
Q4
$3K Buy
+70
New +$3K ﹤0.01% 772