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Relative Value Partners Group’s Charles Schwab SCHW Stock Holding History

Relative Value Partners Group’s Portfolio SCHW Stock Details SCHW Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,522
Closed -$410K – 455
2024
Q1 		$410K Buy
6,522
+256
+4% +$16.1K 0.03% 215
2023
Q4 		$431K Buy
6,266
+52
+0.8% +$3.58K 0.03% 213
2023
Q3 		$341K Buy
+6,214
New +$341K 0.02% 221