AIS
Accurate Investment Solutions’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-3,500
| Closed | -$185K | – | 535 |
|
|
2018
Q1 | $185K | Buy |
+3,500
| New | +$185K | 0.14% | 65 |
|
|
2017
Q2 | – | Sell |
-2,746
| Closed | -$130K | – | 369 |
|
|
2017
Q1 | $130K | Hold |
2,746
| – | – | 0.11% | 65 |
|
|
2016
Q4 | $124K | Sell |
2,746
-4,891
| -64% | -$221K | 0.11% | 70 |
|
|
2016
Q3 | $332K | Buy |
+7,637
| New | +$332K | 0.3% | 37 |
|