RAM
Ramirez Asset Management’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,300
| Closed | -$84.3K | – | 392 |
|
|
2024
Q3 | $84.3K | Hold |
1,300
| – | – | 0.02% | 273 |
|
|
2024
Q2 | $95.8K | Hold |
1,300
| – | – | 0.02% | 270 |
|
|
2024
Q1 | $94K | Hold |
1,300
| – | – | 0.02% | 280 |
|
|
2023
Q4 | $89.4K | Buy |
1,300
+200
| +18% | +$13.8K | 0.02% | 278 |
|
|
2023
Q3 | $60.4K | Buy |
+1,100
| New | +$60.4K | 0.01% | 291 |
|