Total Clarity 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
2022
Q3
Sell
-910
Closed -$57K 835
2022
Q2
$57K Buy
+910
New +$57K 0.03% 393
2022
Q1
Sell
-400
Closed -$34K 775
2021
Q4
$34K Hold
400
0.02% 468
2021
Q3
$29K Buy
+400
New +$29K 0.01% 488