Cedar Brook Financial Partners’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-6,511	Closed	-$471K	–	335
2024 Q1	$471K	Sell	6,511 -24	-0.4%	-$1.74K	0.09%	211
2023 Q4	$426K	Buy	6,535 +2,407	+58%	+$157K	0.09%	217
2023 Q3	$227K	Buy	4,128 +403	+11%	+$22.1K	0.06%	321
2023 Q2	$211K	Buy	+3,725	New	+$211K	0.05%	373