Independent Solutions Wealth Management’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-6,905	Closed	-$328K	–	149
2019 Q4	$328K	Buy	+6,905	New	+$328K	0.15%	120