MPCL
SCHW icon

My Personal CFO LLC’s Charles Schwab SCHW Stock Holding History

My Personal CFO LLC’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
Q1 		– Sell
-48
Closed -$4K – 680
2022
Q4 		$4K Buy
+48
New +$4K ﹤0.01% 397