Planned Solutions’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	-17	Closed	-$1.09K	–	537
2024 Q3	$1.09K	Buy	+17	New	+$1.09K	﹤0.01%	582
2024 Q1	–	Sell	-2	Closed	-$138	–	466
2023 Q4	$138	Buy	+2	New	+$138	﹤0.01%	569