WT Wealth Management’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-24,543	Closed	-$1.35M	–	118
2023 Q3	$1.35M	Sell	24,543 -28,184	-53%	-$1.55M	0.58%	43
2023 Q2	$2.99M	Buy	52,727 +34,795	+194%	+$1.97M	1.24%	19
2023 Q1	$939K	Buy	+17,932	New	+$939K	0.41%	77