CSIA
Charles Schwab Investment Advisory’s Olo Inc OLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-37,588
| Closed | -$206K | – | 58 |
|
|
2024
Q1 | $206K | Hold |
37,588
| – | – | ﹤0.01% | 117 |
|
|
2023
Q4 | $215K | Hold |
37,588
| – | – | ﹤0.01% | 109 |
|
|
2023
Q3 | $228K | Hold |
37,588
| – | – | ﹤0.01% | 92 |
|
|
2023
Q2 | $243K | Hold |
37,588
| – | – | ﹤0.01% | 98 |
|
|
2023
Q1 | $307K | Hold |
37,588
| – | – | ﹤0.01% | 85 |
|
|
2022
Q4 | $235K | Hold |
37,588
| – | – | ﹤0.01% | 97 |
|
|
2022
Q3 | $297K | Buy |
+37,588
| New | +$297K | ﹤0.01% | 87 |
|