QT
Quantamental Technologies’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $233K | Buy |
+4,253
| New | +$233K | 0.22% | 189 |
|
|
2021
Q1 | – | Sell |
-5,161
| Closed | -$274K | – | 130 |
|
|
2020
Q4 | $274K | Buy |
+5,161
| New | +$274K | 0.85% | 47 |
|
|
2020
Q3 | – | Sell |
-8,197
| Closed | -$277K | – | 356 |
|
|
2020
Q2 | $277K | Buy |
+8,197
| New | +$277K | 0.18% | 181 |
|
|
2019
Q4 | – | Sell |
-4,663
| Closed | -$195K | – | 1169 |
|
|
2019
Q3 | $195K | Buy |
4,663
+1,471
| +46% | +$61.5K | 0.06% | 511 |
|
|
2019
Q2 | $128K | Buy |
3,192
+2,446
| +328% | +$98.1K | 0.05% | 587 |
|
|
2019
Q1 | $32K | Buy |
+746
| New | +$32K | 0.01% | 986 |
|