Bourgeon Capital Management’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-400	Closed	-$22K	–	411
2023 Q3	$22K	Hold	400	–	–	0.01%	190
2023 Q2	$22.7K	Buy	+400	New	+$22.7K	0.01%	200