Phocas Financial Corp’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	-300	Closed	-$25K	–	290
2022 Q4	$25K	Buy	+300	New	+$25K	﹤0.01%	271
2019 Q1	–	Sell	-400	Closed	-$17K	–	297
2018 Q4	$17K	Buy	+400	New	+$17K	﹤0.01%	283