MorganRosel 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
2025 Q2	$57.1K	Sell	626 -42	-6%	-$3.83K	0.02%	174
2025 Q1	$52.3K	Buy	+668	New	+$52.3K	0.02%	163