PP
Palladium Partners’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $17.9M | Buy |
212,218
+4,518
| +2% | +$381K | 0.78% | 41 |
|
|
2021
Q4 | $17.5M | Sell |
207,700
-1,202
| -0.6% | -$101K | 0.71% | 45 |
|
|
2021
Q3 | $15.2M | Buy |
208,902
+4,450
| +2% | +$324K | 0.69% | 47 |
|
|
2021
Q2 | $14.9M | Buy |
204,452
+412
| +0.2% | +$30K | 0.7% | 44 |
|
|
2021
Q1 | $13.3M | Buy |
204,040
+3,456
| +2% | +$225K | 0.66% | 46 |
|
|
2020
Q4 | $10.6M | Buy |
200,584
+24,174
| +14% | +$1.28M | 0.59% | 48 |
|
|
2020
Q3 | $6.39M | Sell |
176,410
-3,538
| -2% | -$128K | 0.4% | 63 |
|
|
2020
Q2 | $6.07M | Buy |
179,948
+18,706
| +12% | +$631K | 0.42% | 66 |
|
|
2020
Q1 | $5.42M | Buy |
161,242
+4,145
| +3% | +$139K | 0.45% | 62 |
|
|
2019
Q4 | $7.47M | Buy |
157,097
+41,717
| +36% | +$1.98M | 0.48% | 62 |
|
|
2019
Q3 | $5.67M | Sell |
115,380
-37,556
| -25% | -$1.85M | 0.4% | 69 |
|
|
2019
Q2 | $6.15M | Buy |
152,936
+1,521
| +1% | +$61.1K | 0.43% | 67 |
|
|
2019
Q1 | $6.48M | Buy |
151,415
+1,845
| +1% | +$78.9K | 0.47% | 64 |
|
|
2018
Q4 | $6.21M | Buy |
149,570
+34,125
| +30% | +$1.42M | 0.5% | 61 |
|
|
2018
Q3 | $5.67M | Buy |
+115,445
| New | +$5.67M | 0.39% | 72 |
|