Source Financial Advisors’s Charles Schwab SCHW Stock Holding History

Source Financial Advisors’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$234K	Buy
2024 Q2	$265K	Buy
2024 Q1	$259K	Buy
2023 Q4	$245K	Sell
2023 Q3	$203K	Buy
2023 Q2	$206K	Buy
2023 Q1	–	Sell
2022 Q4	$278K	Buy