Engrave Wealth Partners’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-180	Closed	-$6K	–	361
2020 Q2	$6K	Sell	180 -80	-31%	-$2.67K	0.01%	315
2020 Q1	$8K	Sell	260 -284	-52%	-$8.74K	0.01%	227
2019 Q4	$25K	Buy	+544	New	+$25K	0.02%	191