GYL Financial Synergies’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-3,268	Closed	-$241K	–	378
2024 Q2	$241K	Buy	3,268 +102	+3%	+$7.52K	0.02%	330
2024 Q1	$229K	Buy	3,166 +177	+6%	+$12.8K	0.02%	339
2023 Q4	$206K	Buy	+2,989	New	+$206K	0.02%	355