Charles Schwab’s LiveOne LVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $30K | Sell |
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|
2025
Q1 | $155K | Hold |
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|
2024
Q4 | $325K | Hold |
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|
2024
Q3 | $210K | Buy |
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|
2024
Q2 | $314K | Buy |
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|
2024
Q1 | $77.6K | Hold |
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|
2023
Q4 | $55.3K | Hold |
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|
2023
Q3 | $38K | Hold |
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|
2023
Q2 | $70K | Hold |
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|
2023
Q1 | $45.4K | Hold |
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|
2022
Q4 | $25.6K | Hold |
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|
2022
Q3 | $29K | Hold |
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|
2022
Q2 | $35K | Sell |
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|
2022
Q1 | $103K | Sell |
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|
2021
Q4 | $192K | Hold |
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|
2021
Q3 | $447K | Buy |
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|
2021
Q2 | $629K | Hold |
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|
2021
Q1 | $579K | Buy |
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|
2020
Q4 | $390K | Buy |
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|
2020
Q3 | $270K | Buy |
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|
2020
Q2 | $265K | Sell |
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|
2020
Q1 | $130K | Hold |
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|
2019
Q4 | $127K | Hold |
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|
2019
Q3 | $164K | Buy |
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|
2019
Q2 | $295K | Buy |
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|
2019
Q1 | $354K | Buy |
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|
2018
Q4 | $283K | Buy |
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