Charles Schwab’s Local Bounti LOCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,158
| Closed | -$116K | – | 3643 |
|
|
2023
Q1 | $116K | Sell |
11,158
-1,133
| -9% | -$11.7K | ﹤0.01% | 3232 |
|
|
2022
Q4 | $222K | Buy |
12,291
+3,878
| +46% | +$70.1K | ﹤0.01% | 3166 |
|
|
2022
Q3 | $311K | Buy |
8,413
+4,111
| +96% | +$152K | ﹤0.01% | 3105 |
|
|
2022
Q2 | $178K | Buy |
4,302
+3,169
| +280% | +$131K | ﹤0.01% | 3247 |
|
|
2022
Q1 | $126K | Buy |
+1,133
| New | +$126K | ﹤0.01% | 3383 |
|