Wealth Management Associates’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	-3,783	Closed	-$260K	–	220
2023 Q4	$260K	Hold	3,783	–	–	0.14%	161
2023 Q3	$208K	Buy	+3,783	New	+$208K	0.12%	173
2019 Q4	–	Sell	-5,698	Closed	-$238K	–	151
2019 Q3	$238K	Buy	+5,698	New	+$238K	0.19%	125