Laidlaw 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 Q3	–	Sell	-20,064	Closed	-$1.14M	–	354
2023 Q2	$1.14M	Buy	20,064 +8,662	+76%	+$491K	0.22%	108
2023 Q1	$597K	Buy	+11,402	New	+$597K	0.12%	184