Charles Schwab’s Dakota Gold DC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.25M | Buy |
|
|||||
|
2025
Q2 | $892K | Buy |
|
|||||
|
2025
Q1 | $517K | Buy |
|
|||||
|
2024
Q4 | $428K | Buy |
|
|||||
|
2024
Q3 | $424K | Sell |
|
|||||
|
2024
Q2 | $489K | Buy |
|
|||||
|
2024
Q1 | $391K | Buy |
|
|||||
|
2023
Q4 | $396K | Hold |
|
|||||
|
2023
Q3 | $390K | Sell |
|
|||||
|
2023
Q2 | $442K | Buy |
|
|||||
|
2023
Q1 | $521K | Buy |
|
|||||
|
2022
Q4 | $429K | Buy |
|
|||||
|
2022
Q3 | $415K | Buy |
|
|||||
|
2022
Q2 | $374K | Buy |
|