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Towerpoint Wealth’s Charles Schwab SCHW Stock Holding History

Towerpoint Wealth’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,082
Closed -$223K – 84
2024
Q1 		$223K Sell
3,082
-10
-0.3% -$723 0.11% 75
2023
Q4 		$213K Buy
+3,092
New +$213K 0.12% 74