Secrest Blakey & 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	$220K	Buy	+6,067	New	+$220K	0.5%	54
2020 Q1	–	Sell	-5,304	Closed	-$252K	–	63
2019 Q4	$252K	Buy	+5,304	New	+$252K	0.55%	50
2018 Q1	–	Sell	-5,000	Closed	-$257K	–	107
2017 Q4	$257K	Buy	+5,000	New	+$257K	0.21%	91