Planning Capital Management Corporation’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$33K	Buy	+509	New	+$33K	0.02%	228
2024 Q1	–	Sell	-58	Closed	-$3.99K	–	696
2023 Q4	$3.99K	Buy	+58	New	+$3.99K	﹤0.01%	510