Washburn Capital 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 Q1	–	Sell	-6,314	Closed	-$434K	–	42
2023 Q4	$434K	Sell	6,314 -4,800	-43%	-$330K	0.33%	34
2023 Q3	$610K	Buy	11,114 +650	+6%	+$35.7K	0.52%	31
2023 Q2	$593K	Buy	+10,464	New	+$593K	0.5%	30