Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Charles Schwab SCHW Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-1,188
Closed -$65.2K – 420
2023
Q3 		$65.2K Buy
+1,188
New +$65.2K 0.02% 159