SkyOak Wealth’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-16,869	Closed	-$567K	–	255
2020 Q1	$567K	Sell	16,869 -4,500	-21%	-$151K	0.29%	81
2019 Q4	$1.02M	Buy	+21,369	New	+$1.02M	0.31%	72