Foster Dykema Cabot & Partners’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-83	Closed	-$5.38K	–	468
2024 Q3	$5.38K	Sell	83 -95	-53%	-$6.16K	﹤0.01%	401
2024 Q2	$13.1K	Sell	178 -34	-16%	-$2.51K	﹤0.01%	254
2024 Q1	$15.3K	Buy	+212	New	+$15.3K	﹤0.01%	252