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Vima LLC’s Charles Schwab SCHW Stock Holding History

Vima LLC’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		$696K Sell
10,736
-185
-2% -$12K 1.42% 25
2024
Q2 		$805K Sell
10,921
-581
-5% -$42.8K 1.75% 21
2024
Q1 		$602K Buy
11,502
+343
+3% +$18K 0.7% 17
2023
Q4 		$768K Buy
+11,159
New +$768K 1.77% 17