CSIA
Charles Schwab Investment Advisory’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,753
| Closed | -$1.58M | – | 57 |
|
|
2024
Q1 | $1.58M | Buy |
1,753
+583
| +50% | +$527K | ﹤0.01% | 55 |
|
|
2023
Q4 | $579K | Buy |
1,170
+61
| +6% | +$30.2K | ﹤0.01% | 67 |
|
|
2023
Q3 | $483K | Buy |
1,109
+310
| +39% | +$135K | ﹤0.01% | 69 |
|
|
2023
Q2 | $338K | Buy |
+799
| New | +$338K | ﹤0.01% | 84 |
|
|
2022
Q2 | – | Sell |
-827
| Closed | -$226K | – | 108 |
|
|
2022
Q1 | $226K | Sell |
827
-642
| -44% | -$175K | ﹤0.01% | 100 |
|
|
2021
Q4 | $432K | Sell |
1,469
-112
| -7% | -$32.9K | ﹤0.01% | 69 |
|
|
2021
Q3 | $328K | Buy |
1,581
+1,234
| +356% | +$256K | ﹤0.01% | 74 |
|
|
2021
Q2 | $278K | Buy |
+347
| New | +$278K | ﹤0.01% | 77 |
|