Northwest Financial Advisors’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,309	Closed	-$84.8K	–	460
2024 Q3	$84.8K	Buy	+1,309	New	+$84.8K	0.07%	170
2024 Q1	–	Sell	-1,298	Closed	-$89.3K	–	443
2023 Q4	$89.3K	Buy	+1,298	New	+$89.3K	0.08%	154