Long Island Wealth Management’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-188	Closed	-$13K	–	336
2023 Q4	$13K	Buy	+188	New	+$13K	0.01%	188