OTA Financial 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 Q2	–	Sell	-34,032	Closed	-$1.78M	–	29
2023 Q1	$1.78M	Buy	+34,032	New	+$1.78M	1.57%	9
2020 Q2	–	Sell	-30,483	Closed	-$1.02M	–	55
2020 Q1	$1.02M	Buy	+30,483	New	+$1.02M	1.28%	15