JWM
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Jackson Wealth Management’s Charles Schwab SCHW Stock Holding History

Jackson Wealth Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-11,000
Closed -$520K – 155
2019
Q4 		$520K Buy
+11,000
New +$520K 0.09% 133