Paragon Financial Partners’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2,527	Closed	-$213K	–	84
2022 Q1	$213K	Hold	2,527	–	–	0.19%	81
2021 Q4	$213K	Buy	+2,527	New	+$213K	0.17%	84