Goodwin Investment Advisory’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-268	Closed	-$22.3K	–	188
2022 Q4	$22.3K	Hold	268	–	–	0.02%	117
2022 Q3	$19K	Buy	+268	New	+$19K	0.01%	130
2022 Q2	–	Sell	-268	Closed	-$23K	–	220
2022 Q1	$23K	Buy	+268	New	+$23K	0.02%	118