StrongBox Wealth’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4,774	Closed	-$262K	–	83
2023 Q3	$262K	Sell	4,774 -48	-1%	-$2.64K	0.17%	69
2023 Q2	$273K	Buy	+4,822	New	+$273K	0.17%	72