Kiwi Wealth Investments Limited Partnership’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
Q3 | – | Sell |
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|
2023
Q2 | $8.3M | Hold |
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|
2023
Q1 | $7.67M | Buy |
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|
2022
Q4 | $11.1M | Buy |
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|
2022
Q3 | $4.01M | Hold |
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|
2022
Q2 | $4.01M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2.83M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $8.52M | Sell |
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|
2015
Q1 | $8.51M | Buy |
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|
2014
Q4 | $8.09M | Buy |
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|
2014
Q3 | $7.01M | Buy |
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