Piershale Financial Group’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$2.98K Buy
53
+1
+2% +$56 ﹤0.01% 201
2023
Q1
$2.74K Hold
52
﹤0.01% 221
2022
Q4
$4.35K Buy
+52
New +$4.35K ﹤0.01% 192