South Shore Capital Advisors’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2,570	Closed	-$217K	–	100
2022 Q1	$217K	Sell	2,570 -1,300	-34%	-$110K	0.35%	99
2021 Q4	$325K	Buy	+3,870	New	+$325K	0.53%	63