Retireful LLC’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-17,075
Closed -$1.17M 131
2023
Q4
$1.17M Sell
17,075
-10,315
-38% -$710K 0.51% 71
2023
Q3
$1.5M Buy
+27,390
New +$1.5M 0.72% 59