Charles Schwab’s INNOVATE Corp VATE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $14K | Sell |
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|
2024
Q1 | $37.5K | Sell |
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|
2023
Q4 | $183K | Hold |
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|
2023
Q3 | $241K | Buy |
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|
2023
Q2 | $224K | Buy |
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|
2023
Q1 | $68.7K | Hold |
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|
2022
Q4 | $43.2K | Hold |
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|
2022
Q3 | $17K | Hold |
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|
2022
Q2 | $40K | Sell |
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|
2022
Q1 | $476K | Hold |
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|
2021
Q4 | $478K | Hold |
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|
2021
Q3 | $529K | Buy |
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|
2021
Q2 | $482K | Sell |
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|
2021
Q1 | $508K | Sell |
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|
2020
Q4 | $488K | Buy |
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|
2020
Q3 | $245K | Sell |
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|
2020
Q2 | $391K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $204K | Sell |
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|
2018
Q4 | $249K | Hold |
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|
2018
Q3 | $576K | Buy |
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|
2018
Q2 | $514K | Buy |
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|
2018
Q1 | $404K | Sell |
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|
2017
Q4 | $1.38M | Buy |
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|
2017
Q3 | $670K | Buy |
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|
2017
Q2 | $624K | Buy |
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|
2017
Q1 | $323K | Hold |
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|
2016
Q4 | $309K | Hold |
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|
2016
Q3 | $284K | Hold |
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|
2016
Q2 | $224K | Sell |
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|
2016
Q1 | $216K | Hold |
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|
2015
Q4 | $299K | Buy |
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|
2015
Q3 | $190K | Hold |
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|
2015
Q2 | $242K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $58K | Hold |
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|
2013
Q2 | $200K | Buy |
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