Parsons Capital Management’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	–	Sell	-17,723	Closed	-$1.31M	–	455
2024 Q2	$1.31M	Buy	17,723 +728	+4%	+$53.6K	0.09%	195
2024 Q1	$1.23M	Buy	+16,995	New	+$1.23M	0.08%	207