PM
Parametrica Management’s Charles Schwab SCHW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-5,674
| Closed | -$479K | – | 293 |
|
2022
Q1 | $479K | Buy |
+5,674
| New | +$479K | 0.36% | 54 |
|
2017
Q2 | – | Sell |
-9,292
| Closed | -$379K | – | 360 |
|
2017
Q1 | $379K | Buy |
+9,292
| New | +$379K | 0.4% | 80 |
|
2016
Q3 | – | Sell |
-13,049
| Closed | -$330K | – | 218 |
|
2016
Q2 | $330K | Buy |
+13,049
| New | +$330K | 0.49% | 76 |
|