Lee Financial Group Hawaii’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-16,211	Closed	-$587K	–	50
2020 Q3	$587K	Sell	16,211 -1,147	-7%	-$41.5K	0.49%	32
2020 Q2	$586K	Buy	17,358 +293	+2%	+$9.89K	0.5%	30
2020 Q1	$574K	Buy	+17,065	New	+$574K	0.66%	22