Miramar Capital’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	-4,332	Closed	-$246K	–	76
2023 Q2	$246K	Buy	+4,332	New	+$246K	0.06%	66
2021 Q2	–	Sell	-40,312	Closed	-$2.63M	–	54
2021 Q1	$2.63M	Buy	+40,312	New	+$2.63M	1.17%	32