Massachusetts 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 Q3	–	Sell	-6,125	Closed	-$451K	–	94
2024 Q2	$451K	Buy	6,125 +300	+5%	+$22.1K	0.3%	76
2024 Q1	$421K	Buy	5,825 +275	+5%	+$19.9K	0.3%	76
2023 Q4	$382K	Buy	5,550 +900	+19%	+$61.9K	0.31%	77
2023 Q3	$255K	Buy	+4,650	New	+$255K	0.23%	79