Capital Directions Investment Advisors’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-400
Closed -$19K 240
2019
Q4
$19K Buy
+400
New +$19K 0.01% 192
2018
Q3
Sell
-67
Closed -$3K 218
2018
Q2
$3K Buy
+67
New +$3K ﹤0.01% 145