Acima Private Wealth’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,338
| Closed | -$18.9K | – | 230 |
|
|
2022
Q3 | $18.9K | Hold |
1,338
| – | – | 0.01% | 185 |
|
|
2022
Q2 | $19.9K | Hold |
1,338
| – | – | 0.01% | 186 |
|
|
2022
Q1 | $24K | Hold |
1,338
| – | – | 0.01% | 192 |
|
|
2021
Q4 | $25K | Hold |
1,338
| – | – | 0.01% | 193 |
|
|
2021
Q3 | $23K | Hold |
1,338
| – | – | 0.01% | 186 |
|
|
2021
Q2 | $23K | Hold |
1,338
| – | – | 0.01% | 182 |
|
|
2021
Q1 | $21K | Hold |
1,338
| – | – | 0.01% | 184 |
|
|
2020
Q4 | $20K | Buy |
+1,338
| New | +$20K | 0.01% | 186 |
|