AAM
Autus Asset Management’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $249K | Hold |
2,996
| – | – | 0.04% | 133 |
|
|
2022
Q3 | $215K | Buy |
+2,996
| New | +$215K | 0.04% | 137 |
|
|
2022
Q2 | – | Sell |
-2,981
| Closed | -$251K | – | 150 |
|
|
2022
Q1 | $251K | Sell |
2,981
-263
| -8% | -$22.1K | 0.04% | 134 |
|
|
2021
Q4 | $273K | Hold |
3,244
| – | – | 0.03% | 159 |
|
|
2021
Q3 | $236K | Sell |
3,244
-290
| -8% | -$21.1K | 0.03% | 160 |
|
|
2021
Q2 | $257K | Sell |
3,534
-49
| -1% | -$3.56K | 0.03% | 151 |
|
|
2021
Q1 | $234K | Buy |
+3,583
| New | +$234K | 0.03% | 155 |
|