Lee 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
2018 Q1	$2.72M	Buy	+52,000	New	+$2.72M	2.05%	15
2017 Q1	–	Sell	-15,667	Closed	-$618K	–	94
2016 Q4	$618K	Buy	+15,667	New	+$618K	0.58%	62