Silvia McColl Wealth Management’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	–	Sell	-2,887	Closed	-$213K	–	118
2024 Q2	$213K	Buy	2,887 +1	+0%	+$74	0.18%	102
2024 Q1	$205K	Buy	+2,886	New	+$205K	0.18%	105
2023 Q1	–	Sell	-2,623	Closed	-$218K	–	106
2022 Q4	$218K	Buy	+2,623	New	+$218K	0.21%	96