Prosperity Capital Advisors’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$239K	Sell	2,622 -8	-0.3%	-$730	0.02%	253
2025 Q1	$204K	Sell	2,630 -127	-5%	-$9.86K	0.02%	344
2024 Q4	$204K	Buy	+2,757	New	+$204K	0.02%	331
2024 Q2	–	Sell	-4,836	Closed	-$350K	–	353
2024 Q1	$350K	Buy	+4,836	New	+$350K	0.04%	242