Clear Perspectives Financial Planning’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	$16.4K	Hold	1,026	–	–	0.01%	120
2022 Q4	$15.3K	Sell	1,026 -765	-43%	-$11.4K	0.01%	134
2022 Q3	$25K	Buy	+1,791	New	+$25K	0.01%	114