Wealth Advisors’s Charles Schwab SCHW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$3.54M	Buy	64,505 +2,500	+4%	+$137K	1.59%	13
2023 Q2	$3.62M	Buy	62,005 +50,410	+435%	+$2.94M	1.54%	13
2023 Q1	$600K	Buy	+11,595	New	+$600K	0.28%	36