I2I

Insight 2811 Inc’s Charles Schwab SCHW Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-3,559	Closed	-$259K	–	84
2021 Q2	$259K	Hold	3,559	–	–	0.15%	72
2021 Q1	$232K	Sell	3,559 -324	-8%	-$21.1K	0.14%	67
2020 Q4	$206K	Buy	+3,883	New	+$206K	0.12%	70