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KCS Wealth Advisory’s Charles Schwab SCHW Stock Holding History

KCS Wealth Advisory’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		$413K Sell
7,531
-127
-2% -$6.97K 0.18% 98
2023
Q2 		$434K Buy
+7,658
New +$434K 0.15% 107