MRA Advisory Group’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-5,158	Closed	-$283K	–	134
2023 Q3	$283K	Sell	5,158 -230	-4%	-$12.6K	0.2%	89
2023 Q2	$305K	Buy	+5,388	New	+$305K	0.21%	81