Ergoteles’s Charles Schwab SCHW Stock Holding History

Ergoteles’s Portfolio SCHW Stock Details SCHW Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell
2023 Q2	$1.23M	Sell
2023 Q1	$2.63M	Buy
2022 Q4	–	Sell
2022 Q3	$454K	Sell
2022 Q2	$4.3M	Buy
2022 Q1	$1.98M	Buy
2021 Q4	$411K	Buy