AWM
Activest Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Hold |
0
| – | – | – | 482 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 481 |
|
|
2022
Q1 | – | Sell |
-24
| Closed | -$4K | – | 368 |
|
|
2021
Q4 | $4K | Hold |
24
| – | – | ﹤0.01% | 272 |
|
|
2021
Q3 | $4K | Sell |
24
-11
| -31% | -$1.83K | ﹤0.01% | 306 |
|
|
2021
Q2 | $5K | Sell |
35
-1
| -3% | -$143 | ﹤0.01% | 265 |
|
|
2021
Q1 | $5K | Buy |
+36
| New | +$5K | ﹤0.01% | 240 |
|