Ground Swell Capital’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
$57K Buy
1,932
+624
+48% +$18.4K 0.11% 180
2014
Q2
$35K Buy
+1,308
New +$35K 0.07% 232