Claraphi Advisory Network’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-4,313	Closed	-$281K	–	341
2021 Q1	$281K	Sell	4,313 -132	-3%	-$8.6K	0.08%	248
2020 Q4	$236K	Buy	+4,445	New	+$236K	0.06%	246
2020 Q2	–	Sell	-286	Closed	-$10K	–	1036
2020 Q1	$10K	Buy	+286	New	+$10K	﹤0.01%	773