National Wealth Management Group’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-10,754	Closed	-$705K	–	149
2023 Q2	$705K	Buy	+10,754	New	+$705K	0.73%	39
2022 Q4	–	Sell	-4,753	Closed	-$342K	–	159
2022 Q3	$342K	Buy	+4,753	New	+$342K	0.44%	69