LJHT
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Laurie J. Hall Trustee’s Charles Schwab SCHW Stock Holding History

Laurie J. Hall Trustee’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-500
Closed -$37K – 264
2024
Q2 		$37K Hold
500
– – 0.01% 191
2024
Q1 		$36K Hold
500
– – 0.01% 190
2023
Q4 		$34K Buy
+500
New +$34K 0.01% 198