Vetamer Capital Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Hold |
0
| – | – | – | 60 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 94 |
|
|
2022
Q4 | – | Sell |
-22,067
| Closed | -$1.59M | – | 59 |
|
|
2022
Q3 | $1.59M | Sell |
22,067
-21,543
| -49% | -$1.55M | 1.75% | 23 |
|
|
2022
Q2 | $2.76M | Sell |
43,610
-53,571
| -55% | -$3.38M | 2.3% | 15 |
|
|
2022
Q1 | $8.19M | Buy |
97,181
+10,615
| +12% | +$895K | 5.27% | 3 |
|
|
2021
Q4 | $7.28M | Buy |
+86,566
| New | +$7.28M | 3.5% | 10 |
|