Regency Capital Management’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	-28,739	Closed	-$2.39M	–	38
2022 Q4	$2.39M	Buy	28,739 +23,647	+464%	+$1.97M	2.75%	16
2022 Q3	$366K	Buy	+5,092	New	+$366K	0.45%	32