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 Charles Schwab Corp (SCHW)
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Quantity Owned: 200.000000
Date ▲ Exec. Type Remark Shares Amount
10/10/2023 account_sync buy 50.0000 2,602.00
11/14/2023 account_sync buy 80.0000 4,358.80
11/24/2023 account_sync qualified dividend CHARLES SCHWAB CORP   20.00
12/12/2023 account_sync sell, lot cost basis (30.0000) (1,827.65)
sell, STCG   94.73
sell, commission   (0.02)
02/23/2024 account_sync qualified dividend CHARLES SCHWAB CORP   32.50
05/24/2024 account_sync qualified dividend CHARLES SCHWAB CORP   32.50
08/23/2024 account_sync qualified dividend CHARLES SCHWAB CORP   32.50
10/15/2024 account_sync sell, lot cost basis (80.0000) (4,358.80)
sell, lot cost basis (50.0000) (2,602.00)
sell, STCG   1,449.03
sell, LTCG   1,027.90
sell, commission   (0.27)
10/14/2025 account_sync buy 100.0000 9,426.58
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