Osborn Williams & Donohoe’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q1	$1.24M	Sell	36,750 -1,575	-4%	-$53K	0.16%	121
2019 Q4	$1.82M	Sell	38,325 -6,860	-15%	-$326K	0.18%	122
2019 Q3	$1.89M	Sell	45,185 -350	-0.8%	-$14.6K	0.19%	127
2019 Q2	$1.83M	Buy	45,535 +2,800	+7%	+$113K	0.19%	126
2019 Q1	$1.89M	Buy	+42,735	New	+$1.89M	0.19%	132