Flagship Private Wealth’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-184
Closed -$12.9K 250
2021
Q2
$12.9K Hold
184
0.01% 219
2021
Q1
$12.5K Hold
184
0.01% 203
2020
Q4
$9.81K Buy
+184
New +$9.81K 0.01% 229