Morling Financial Advisors’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$218K	Sell	2,386 -684	-22%	-$62.4K	0.07%	66
2025 Q1	$240K	Buy	+3,070	New	+$240K	0.08%	73
2022 Q2	–	Sell	-2,400	Closed	-$202K	–	84
2022 Q1	$202K	Hold	2,400	–	–	0.26%	49
2021 Q4	$202K	Buy	+2,400	New	+$202K	0.19%	46