Strategic Family Wealth Counselors’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-2,543	Closed	-$214K	–	104
2021 Q4	$214K	Sell	2,543 -407	-14%	-$34.3K	0.07%	95
2021 Q3	$215K	Hold	2,950	–	–	0.07%	89
2021 Q2	$215K	Buy	+2,950	New	+$215K	0.07%	80