Roffman Miller Associates’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-7,323	Closed	-$247K	–	136
2020 Q2	$247K	Buy	+7,323	New	+$247K	0.02%	128
2019 Q4	–	Sell	-131,489	Closed	-$5.5M	–	96
2019 Q3	$5.5M	Buy	131,489 +5,022	+4%	+$210K	0.58%	39
2019 Q2	$5.08M	Buy	+126,467	New	+$5.08M	0.55%	40