Kolinsky Wealth Management’s Charles Schwab SCHW Stock Holding History

Kolinsky Wealth Management’s Portfolio SCHW Stock Details SCHW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$235K	Buy
2024 Q3	$206K	Buy
2024 Q2	$234K	Buy
2024 Q1	$229K	Sell
2023 Q4	$264K	Sell
2023 Q3	$212K	Buy
2023 Q1	–	Sell
2022 Q4	$226K	Buy
2022 Q2	–	Sell
2022 Q1	$201K	Sell
2021 Q4	$220K	Buy