Willingdon Wealth Management’s Charles Schwab SCHW Stock Holding History

Willingdon Wealth Management’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
2020 Q1	$3.92M	Buy
2019 Q4	$5K	Hold
2019 Q3	$5K	Buy
2018 Q4	–	Sell
2018 Q3	$4K	Buy