Charles Schwab’s Emerald Holding EEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $611K | Sell |
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|
2025
Q2 | $707K | Buy |
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|
2025
Q1 | $572K | Sell |
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|
2024
Q4 | $720K | Buy |
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|
2024
Q3 | $740K | Buy |
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|
2024
Q2 | $243K | Buy |
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|
2024
Q1 | $289K | Hold |
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|
2023
Q4 | $254K | Hold |
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|
2023
Q3 | $192K | Hold |
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|
2023
Q2 | $174K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $54.5K | Hold |
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|
2022
Q3 | $53K | Hold |
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|
2022
Q2 | $63K | Sell |
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|
2022
Q1 | $234K | Buy |
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|
2021
Q4 | $212K | Hold |
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|
2021
Q3 | $232K | Sell |
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|
2021
Q2 | $880K | Sell |
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|
2021
Q1 | $942K | Buy |
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|
2020
Q4 | $894K | Buy |
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|
2020
Q3 | $288K | Sell |
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|
2020
Q2 | $464K | Sell |
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|
2020
Q1 | $404K | Buy |
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|
2019
Q4 | $1.62M | Buy |
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|
2019
Q3 | $1.46M | Buy |
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|
2019
Q2 | $1.59M | Buy |
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|
2019
Q1 | $1.61M | Sell |
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|
2018
Q4 | $1.66M | Buy |
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|
2018
Q3 | $2.2M | Buy |
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|
2018
Q2 | $2.58M | Buy |
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|
2018
Q1 | $1.92M | Buy |
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|
2017
Q4 | $1.48M | Buy |
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|
2017
Q3 | $1.29M | Buy |
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|
2017
Q2 | $1.15M | Buy |
|