Forefront 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
2023
Q2
Sell
-20,760
Closed -$1.09M 43
2023
Q1
$1.09M Buy
+20,760
New +$1.09M 1.42% 25