Hibernia Wealth 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
-3,616
Closed -$234K 105
2024
Q3
$234K Sell
3,616
-101
-3% -$6.55K 0.07% 109
2024
Q2
$274K Buy
+3,717
New +$274K 0.1% 67