DAM
Derbend Asset Management’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $626K | Sell |
8,651
-3,332
| -28% | -$241K | 0.31% | 63 |
|
|
2023
Q4 | $824K | Buy |
11,983
+44
| +0.4% | +$3.03K | 0.48% | 41 |
|
|
2023
Q3 | $655K | Buy |
11,939
+39
| +0.3% | +$2.14K | 0.45% | 43 |
|
|
2023
Q2 | $674K | Buy |
11,900
+488
| +4% | +$27.7K | 0.46% | 32 |
|
|
2023
Q1 | $598K | Buy |
+11,412
| New | +$598K | 0.45% | 35 |
|