Mirabella Financial Services’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	-5,037	Closed	-$285K	–	587
2023 Q2	$285K	Buy	+5,037	New	+$285K	0.03%	368
2020 Q4	–	Sell	-154,345	Closed	-$5.59M	–	462
2020 Q3	$5.59M	Buy	+154,345	New	+$5.59M	0.77%	9