Beck Bode LLC’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-86,364	Closed	-$6.76M	–	124
2025 Q1	$6.76M	Sell	86,364 -2,664	-3%	-$209K	1.26%	27
2024 Q4	$6.59M	Buy	+89,028	New	+$6.59M	1.2%	29