Acima Private Wealth’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-156
| Closed | -$2.95K | – | 228 |
|
|
2022
Q3 | $2.95K | Hold |
156
| – | – | ﹤0.01% | 216 |
|
|
2022
Q2 | $3.04K | Sell |
156
-184
| -54% | -$3.59K | ﹤0.01% | 221 |
|
|
2022
Q1 | $8K | Sell |
340
-184
| -35% | -$4.33K | ﹤0.01% | 219 |
|
|
2021
Q4 | $13K | Hold |
524
| – | – | 0.01% | 210 |
|
|
2021
Q3 | $13K | Hold |
524
| – | – | 0.01% | 203 |
|
|
2021
Q2 | $14K | Hold |
524
| – | – | 0.01% | 198 |
|
|
2021
Q1 | $13K | Hold |
524
| – | – | 0.01% | 199 |
|
|
2020
Q4 | $12K | Buy |
+524
| New | +$12K | 0.01% | 198 |
|