Numerai’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-6,232
| Closed | -$404K | – | 480 |
|
2024
Q3 | $404K | Buy |
+6,232
| New | +$404K | 0.11% | 245 |
|
2023
Q4 | – | Sell |
-15,863
| Closed | -$871K | – | 304 |
|
2023
Q3 | $871K | Hold |
15,863
| – | – | 0.29% | 105 |
|
2023
Q2 | $899K | Buy |
+15,863
| New | +$899K | 0.18% | 114 |
|