Ackerman Capital Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-23,714
| Closed | -$374K | – | 180 |
|
2019
Q4 | $374K | Hold |
23,714
| – | – | 0.11% | 123 |
|
2019
Q3 | $346K | Hold |
23,714
| – | – | 0.12% | 97 |
|
2019
Q2 | $342 | Hold |
23,714
| – | – | ﹤0.01% | 127 |
|
2019
Q1 | $330 | Hold |
23,714
| – | – | ﹤0.01% | 127 |
|
2018
Q4 | $291 | Buy |
+23,714
| New | +$291 | 0.02% | 113 |
|