Planning Directions’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-4,705	Closed	-$240K	–	60
2018 Q2	$240K	Buy	4,705 +6	+0.1%	+$306	0.23%	46
2018 Q1	$245K	Buy	+4,699	New	+$245K	0.24%	48