Partnership Wealth 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 Q4	–	Sell	-600	Closed	-$38.9K	–	160
2024 Q3	$38.9K	Sell	600 -50	-8%	-$3.24K	0.03%	129
2024 Q2	$47.9K	Hold	650	–	–	0.04%	145
2024 Q1	$47K	Hold	650	–	–	0.03%	149
2023 Q4	$40.9K	Buy	+650	New	+$40.9K	0.03%	153