CSIA
Charles Schwab Investment Advisory’s Cenovus Energy CVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,175
| Closed | -$243K | – | 14 |
|
|
2024
Q1 | $243K | Buy |
12,175
+175
| +1% | +$3.5K | ﹤0.01% | 102 |
|
|
2023
Q4 | $200K | Hold |
12,000
| – | – | ﹤0.01% | 115 |
|
|
2023
Q3 | $250K | Buy |
12,000
+2,000
| +20% | +$41.6K | ﹤0.01% | 86 |
|
|
2023
Q2 | $170K | Buy |
+10,000
| New | +$170K | ﹤0.01% | 108 |
|