Graham Capital Wealth Management’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	-33,596	Closed	-$1.9M	–	43
2023 Q3	$1.9M	Hold	33,596	–	–	4.49%	6
2023 Q2	$1.9M	Buy	+33,596	New	+$1.9M	4.49%	6