WR Wealth Planners’s Charles Schwab SCHW Stock Holding History

WR Wealth Planners’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$68.7K	Sell
2024 Q3	$61.4K	Sell
2024 Q2	$112K	Buy
2024 Q1	$105K	Buy
2023 Q4	–	Sell
2023 Q3	$52.4K	Sell
2023 Q2	$55K	Buy
2023 Q1	$19.3K	Buy
2022 Q4	–	Sell
2022 Q3	$431	Buy