LM Advisors’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-5,280	Closed	-$389K	–	189
2024 Q2	$389K	Buy	5,280 +1,000	+23%	+$73.7K	﹤0.01%	143
2024 Q1	$2.08M	Hold	4,280	–	–	0.33%	63
2023 Q4	$294K	Buy	+4,280	New	+$294K	0.06%	155