Pitti Group 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
Q2
Sell
-10,385
Closed -$544K 68
2023
Q1
$544K Buy
+10,385
New +$544K 0.61% 39