Fulcrum Capital’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4,000	Closed	-$210K	–	119
2023 Q1	$210K	Hold	4,000	–	–	0.06%	115
2022 Q4	$333K	Buy	+4,000	New	+$333K	0.1%	83