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Precision Wealth Strategies’s Charles Schwab SCHW Stock Holding History

Precision Wealth Strategies’s Portfolio SCHW Stock Details SCHW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-13,640
Closed -$773K – 105
2023
Q2 		$773K Sell
13,640
-1,574
-10% -$89.2K 1.27% 16
2023
Q1 		$797K Buy
+15,214
New +$797K 1.25% 16