BBP
Banco BTG Pactual’s Charles Schwab SCHW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-45,000
| Closed | -$2.92M | – | 190 |
|
2024
Q3 | $2.92M | Buy |
+45,000
| New | +$2.92M | 0.75% | 37 |
|
2024
Q1 | – | Sell |
-20,000
| Closed | -$1.39M | – | 166 |
|
2023
Q4 | $1.39M | Sell |
20,000
-70,367
| -78% | -$4.89M | 0.17% | 55 |
|
2023
Q3 | $4.96M | Buy |
+90,367
| New | +$4.96M | 1.19% | 12 |
|