DA
Duality Advisers’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-51,286
| Closed | -$2.69M | – | 710 |
|
|
2023
Q1 | $2.69M | Buy |
+51,286
| New | +$2.69M | 0.3% | 119 |
|
|
2022
Q3 | – | Sell |
-79,942
| Closed | -$5.05M | – | 708 |
|
|
2022
Q2 | $5.05M | Buy |
+79,942
| New | +$5.05M | 0.5% | 19 |
|
|
2020
Q1 | – | Sell |
-21,343
| Closed | -$1.02M | – | 282 |
|
|
2019
Q4 | $1.02M | Buy |
+21,343
| New | +$1.02M | 0.06% | 271 |
|