Desjardins Global Asset Management’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$530K Sell
2023
Q3
$434K Sell
2023
Q2
$485K Sell
2023
Q1
$656K Buy
2022
Q4
$436K Buy
2022
Q3
$369K Buy
2022
Q2
$315K Buy
2022
Q1
$415K Sell
2021
Q4
$430K Buy