KI
Kapitalo Investimentos’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-23,087
| Closed | -$1.59M | – | 513 |
|
|
2023
Q4 | $1.59M | Buy |
+23,087
| New | +$1.59M | 0.33% | 31 |
|
|
2023
Q3 | – | Sell |
-251,768
| Closed | -$14.3M | – | 673 |
|
|
2023
Q2 | $14.3M | Buy |
251,768
+250,138
| +15,346% | +$14.2M | 2.65% | 7 |
|
|
2023
Q1 | $85.4K | Buy |
+1,630
| New | +$85.4K | 0.03% | 366 |
|