Adirondack Retirement Specialists’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-124	Closed	-$7.03K	–	111
2023 Q2	$7.03K	Sell	124 -108	-47%	-$6.12K	0.01%	61
2023 Q1	$11.6K	Buy	232 +108	+87%	+$5.4K	0.01%	67
2022 Q4	$10.3K	Hold	124	–	–	0.01%	48
2022 Q3	$9K	Buy	+124	New	+$9K	0.01%	55