Mountain Capital Investment Advisors’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-873	Closed	-$38K	–	353
2017 Q3	$38K	Buy	873 +2	+0.2%	+$87	0.03%	138
2017 Q2	$37K	Buy	+871	New	+$37K	0.04%	152