Atlas Private Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-44
Closed -$3K 802
2021
Q2
$3K Sell
44
-89
-67% -$6.07K ﹤0.01% 636
2021
Q1
$9K Buy
133
+112
+533% +$7.58K 0.01% 515
2020
Q4
$1K Buy
+21
New +$1K ﹤0.01% 731