Fortitude Advisory Group’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,324
Closed -$112K 1061
2022
Q1
$112K Hold
1,324
0.06% 319
2021
Q4
$112K Buy
+1,324
New +$112K 0.06% 320