Provenance Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-237	Closed	-$17.1K	–	542
2024 Q1	$17.1K	Hold	237	–	–	﹤0.01%	285
2023 Q4	$16.3K	Buy	+237	New	+$16.3K	﹤0.01%	276