Team Financial Group’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	-1,013	Closed	-$69.7K	–	174
2023 Q4	$69.7K	Sell	1,013 -40	-4%	-$2.75K	0.05%	54
2023 Q3	$57.8K	Buy	+1,053	New	+$57.8K	0.05%	59