WealthStone’s Charles Schwab SCHW Stock Holding History

WealthStone’s Portfolio SCHW Stock Details SCHW Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	$512K	Buy
2020 Q4	$415K	Sell
2020 Q3	$284K	Sell
2020 Q2	$377K	Buy
2019 Q3	–	Sell
2019 Q2	$314K	Buy