Charles Schwab’s Ur-Energy URG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $313K | Hold |
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|
2025
Q2 | $184K | Sell |
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|
2025
Q1 | $575K | Hold |
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|
2024
Q4 | $981K | Buy |
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|
2024
Q3 | $966K | Buy |
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|
2024
Q2 | $938K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $500K | Hold |
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|
2022
Q4 | $542K | Buy |
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|
2022
Q3 | $500K | Sell |
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|
2022
Q2 | $488K | Buy |
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|
2022
Q1 | $656K | Buy |
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|
2021
Q4 | $472K | Buy |
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|
2021
Q3 | $661K | Hold |
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|
2021
Q2 | $538K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $269K | Hold |
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|
2013
Q4 | $239K | Hold |
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|
2013
Q3 | $194K | Hold |
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|
2013
Q2 | $231K | Buy |
|