Pacific Capital Wealth 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	-50	Closed	-$3.24K	–	469
2024 Q3	$3.24K	Sell	50 -206	-80%	-$13.4K	﹤0.01%	369
2024 Q2	$18.9K	Buy	+256	New	+$18.9K	﹤0.01%	243