Phase 2 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
Q3
Sell
-112,859
Closed -$7.13M 33
2022
Q2
$7.13M Buy
+112,859
New +$7.13M 3.67% 14