Peterson 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
2023 Q4	–	Sell	-4,463	Closed	-$245K	–	55
2023 Q3	$245K	Sell	4,463 -4,540	-50%	-$249K	0.2%	56
2023 Q2	$510K	Buy	9,003 +158	+2%	+$8.96K	0.4%	46
2023 Q1	$463K	Buy	+8,845	New	+$463K	0.44%	44