Legacy Investment Solutions’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$10.6K	Sell	127 -50	-28%	-$4.16K	0.01%	279
2024 Q3	$13.9K	Buy	+177	New	+$13.9K	0.01%	262