Bridge Advisory’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-9,935	Closed	-$684K	–	111
2023 Q4	$684K	Sell	9,935 -41	-0.4%	-$2.82K	0.34%	67
2023 Q3	$548K	Hold	9,976	–	–	0.19%	89
2023 Q2	$565K	Buy	+9,976	New	+$565K	0.21%	79