Johanson Financial Advisors’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	$237K	Buy	2,813 +6	+0.2%	+$506	0.07%	118
2021 Q3	$204K	Sell	2,807 -54	-2%	-$3.92K	0.07%	123
2021 Q2	$202K	Buy	+2,861	New	+$202K	0.07%	117
2020 Q1	–	Sell	-187,215	Closed	-$3.94M	–	214
2019 Q4	$3.94M	Buy	+187,215	New	+$3.94M	0.19%	72