New Potomac Partners’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	$175K	Buy	+2,700	New	+$175K	0.09%	87
2024 Q2	–	Sell	-2,844	Closed	-$206K	–	85
2024 Q1	$206K	Buy	+2,844	New	+$206K	0.11%	85
2023 Q1	–	Sell	-2,844	Closed	-$237K	–	71
2022 Q4	$237K	Buy	+2,844	New	+$237K	0.18%	69