Charles Schwab’s AMES National ATLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $444K | Sell |
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|
2025
Q1 | $469K | Buy |
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|
2024
Q4 | $413K | Hold |
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|
2024
Q3 | $458K | Sell |
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|
2024
Q2 | $517K | Buy |
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|
2024
Q1 | $479K | Hold |
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|
2023
Q4 | $507K | Hold |
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|
2023
Q3 | $394K | Hold |
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|
2023
Q2 | $428K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $275K | Sell |
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|
2021
Q1 | $768K | Buy |
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|
2020
Q4 | $510K | Buy |
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|
2020
Q3 | $340K | Sell |
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|
2020
Q2 | $438K | Buy |
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|
2020
Q1 | $431K | Sell |
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|
2019
Q4 | $606K | Buy |
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|
2019
Q3 | $596K | Hold |
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|
2019
Q2 | $564K | Buy |
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|
2019
Q1 | $530K | Sell |
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|
2018
Q4 | $533K | Buy |
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|
2018
Q3 | $532K | Hold |
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|
2018
Q2 | $603K | Buy |
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|
2018
Q1 | $427K | Hold |
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|
2017
Q4 | $432K | Hold |
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|
2017
Q3 | $463K | Hold |
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|
2017
Q2 | $475K | Hold |
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|
2017
Q1 | $475K | Hold |
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|
2016
Q4 | $512K | Hold |
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|
2016
Q3 | $429K | Hold |
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|
2016
Q2 | $416K | Hold |
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|
2016
Q1 | $384K | Hold |
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|
2015
Q4 | $377K | Hold |
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|
2015
Q3 | $356K | Hold |
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|
2015
Q2 | $390K | Hold |
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|
2015
Q1 | $386K | Hold |
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|
2014
Q4 | $403K | Hold |
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|
2014
Q3 | $347K | Hold |
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|
2014
Q2 | $359K | Hold |
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|
2014
Q1 | $342K | Hold |
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|
2013
Q4 | $348K | Hold |
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|
2013
Q3 | $356K | Hold |
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|
2013
Q2 | $354K | Buy |
|