Miles Capital’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q4
Sell
-14,568
Closed -$416K 181
2015
Q3
$416K Sell
14,568
-348
-2% -$9.94K 0.3% 87
2015
Q2
$487K Buy
+14,916
New +$487K 0.32% 85