Freedom Day Solutions’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-18,110
Closed -$774K 88
2019
Q1
$774K Sell
18,110
-14,226
-44% -$608K 0.63% 64
2018
Q4
$1.34M Sell
32,336
-327
-1% -$13.6K 1.41% 36
2018
Q3
$1.61M Buy
+32,663
New +$1.61M 1.27% 43