CAM
Crestone Asset Management’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,868
| Closed | -$207K | – | 69 |
|
|
2024
Q1 | $207K | Buy |
+2,868
| New | +$207K | 0.04% | 98 |
|
|
2023
Q1 | – | Sell |
-2,876
| Closed | -$239K | – | 81 |
|
|
2022
Q4 | $239K | Hold |
2,876
| – | – | 0.05% | 65 |
|
|
2022
Q3 | $207K | Buy |
+2,876
| New | +$207K | 0.05% | 67 |
|