KLK Capital 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 Q3	$965K	Sell	17,584 -612	-3%	-$33.6K	1.29%	21
2023 Q2	$1.03M	Buy	18,196 +6,099	+50%	+$346K	1.27%	23
2023 Q1	$634K	Buy	+12,097	New	+$634K	0.8%	36