Charles Schwab’s Adesto Technologies Corporation Common Stock IOTS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-65,896
| Closed | -$738K | – | 3398 |
|
2020
Q1 | $738K | Buy |
65,896
+71
| +0.1% | +$795 | ﹤0.01% | 2566 |
|
2019
Q4 | $560K | Buy |
65,825
+2,756
| +4% | +$23.4K | ﹤0.01% | 2780 |
|
2019
Q3 | $540K | Hold |
63,069
| – | – | ﹤0.01% | 2768 |
|
2019
Q2 | $515K | Buy |
63,069
+8,779
| +16% | +$71.7K | ﹤0.01% | 2797 |
|
2019
Q1 | $329K | Hold |
54,290
| – | – | ﹤0.01% | 2915 |
|
2018
Q4 | $239K | Hold |
54,290
| – | – | ﹤0.01% | 2994 |
|
2018
Q3 | $324K | Buy |
54,290
+20,690
| +62% | +$123K | ﹤0.01% | 2983 |
|
2018
Q2 | $283K | Buy |
+33,600
| New | +$283K | ﹤0.01% | 2995 |
|