Beacon Investment Advisory Services’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	-3,671	Closed	-$208K	–	281
2023 Q2	$208K	Buy	+3,671	New	+$208K	0.01%	267