Charles Schwab’s Zhihu ZH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-38,386
| Closed | -$299K | – | 3595 |
|
|
2022
Q4 | $299K | Buy |
38,386
+1,332
| +4% | +$10.4K | ﹤0.01% | 3113 |
|
|
2022
Q3 | $236K | Buy |
37,054
+336
| +0.9% | +$2.14K | ﹤0.01% | 3142 |
|
|
2022
Q2 | $395K | Buy |
36,718
+22,463
| +158% | +$242K | ﹤0.01% | 3142 |
|
|
2022
Q1 | $207K | Buy |
14,255
+594
| +4% | +$8.63K | ﹤0.01% | 3299 |
|
|
2021
Q4 | $455K | Buy |
13,661
+438
| +3% | +$14.6K | ﹤0.01% | 3178 |
|
|
2021
Q3 | $733K | Buy |
+13,223
| New | +$733K | ﹤0.01% | 2997 |
|