Fortem Financial Group’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,800	Closed	-$209K	–	167
2023 Q3	$209K	Sell	3,800 -42	-1%	-$2.31K	0.12%	152
2023 Q2	$218K	Buy	+3,842	New	+$218K	0.13%	151