RE Dickinson Investment Advisors’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$4K	Buy	+6	New	+$4K	﹤0.01%	257
2023 Q2	–	Sell	-59	Closed	-$3K	–	407
2023 Q1	$3K	Buy	+59	New	+$3K	﹤0.01%	346