Alera Investment Advisors’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$430K	Buy	6,630 +569	+9%	+$36.9K	0.05%	152
2024 Q2	$447K	Buy	+6,061	New	+$447K	0.05%	143
2019 Q2	–	Sell	-332	Closed	-$14K	–	830
2019 Q1	$14K	Buy	332 +59	+22%	+$2.49K	0.01%	391
2018 Q4	$11K	Buy	+273	New	+$11K	0.01%	413