High Net Worth Advisory Group’s Charles Schwab SCHW Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-24
Closed -$2K 716
2022
Q1
$2K Hold
24
﹤0.01% 646
2021
Q4
$2K Buy
+24
New +$2K ﹤0.01% 657