O'Brien Greene & Co’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-24,895	Closed	-$1.3M	–	124
2023 Q1	$1.3M	Hold	24,895	–	–	0.49%	43
2022 Q4	$2.07M	Buy	+24,895	New	+$2.07M	0.79%	36