MPS Loria Financial Planners’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-1,072	Closed	-$69K	–	481
2021 Q1	$69K	Hold	1,072	–	–	0.03%	140
2020 Q4	$57K	Buy	+1,072	New	+$57K	0.03%	151