Charles Schwab’s CISO Global CISO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9,038
| Closed | -$45.8K | – | 3624 |
|
|
2023
Q1 | $45.8K | Buy |
9,038
+981
| +12% | +$4.97K | ﹤0.01% | 3359 |
|
|
2022
Q4 | $308K | Buy |
8,057
+247
| +3% | +$9.45K | ﹤0.01% | 3102 |
|
|
2022
Q3 | $346K | Hold |
7,810
| – | – | ﹤0.01% | 3093 |
|
|
2022
Q2 | $422K | Buy |
7,810
+6,487
| +490% | +$351K | ﹤0.01% | 3125 |
|
|
2022
Q1 | $106K | Buy |
+1,323
| New | +$106K | ﹤0.01% | 3403 |
|