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Pacific Sun Financial’s Charles Schwab SCHW Stock Holding History

Pacific Sun Financial’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-7,978
Closed -$410K – 184
2017
Q4 		$410K Buy
+7,978
New +$410K 0.22% 86