PCG Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,028	Closed	-$252K	–	119
2022 Q4	$252K	Sell	3,028 -2,994	-50%	-$249K	0.16%	87
2022 Q3	$433K	Buy	6,022 +331	+6%	+$23.8K	0.15%	80
2022 Q2	$360K	Buy	+5,691	New	+$360K	0.26%	62