AWA
Acorn Wealth Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-6,596
| Closed | -$220K | – | 128 |
|
|
2019
Q1 | $220K | Sell |
6,596
-900
| -12% | -$30K | 0.2% | 114 |
|
|
2018
Q4 | $229K | Buy |
7,496
+392
| +6% | +$12K | 0.23% | 97 |
|
|
2018
Q3 | $232K | Buy |
7,104
+1,224
| +21% | +$40K | 0.23% | 105 |
|
|
2018
Q2 | $209K | Hold |
5,880
| – | – | 0.18% | 108 |
|
|
2018
Q1 | $218K | Buy |
5,880
+405
| +7% | +$15K | 0.19% | 105 |
|
|
2017
Q4 | $205K | Buy |
+5,475
| New | +$205K | 0.19% | 99 |
|