Wetzel Investment Advisors’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-163	Closed	-$11.8K	–	746
2024 Q2	$11.8K	Hold	163	–	–	0.01%	429
2024 Q1	$11.9K	Sell	163 -287	-64%	-$20.9K	0.01%	492
2023 Q4	$31K	Buy	+450	New	+$31K	0.02%	314