Impact Partnership Wealth’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-158
Closed -$8.96K 1175
2023
Q2
$8.96K Buy
+158
New +$8.96K ﹤0.01% 431