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Saxon Interests’s Charles Schwab SCHW Stock Holding History

Saxon Interests’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-40,333
Closed -$2.21M – 209
2023
Q3 		$2.21M Buy
+40,333
New +$2.21M 1.49% 27