Advisornet Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-132
| Closed | -$2.73K | – | 2485 |
|
|
2023
Q3 | $2.73K | Hold |
132
| – | – | ﹤0.01% | 1560 |
|
|
2023
Q2 | $2.82K | Hold |
132
| – | – | ﹤0.01% | 1639 |
|
|
2023
Q1 | $2.59K | Buy |
132
+32
| +32% | +$629 | ﹤0.01% | 1637 |
|
|
2022
Q4 | $1.86K | Buy |
100
+24
| +32% | +$446 | ﹤0.01% | 1686 |
|
|
2022
Q3 | $1K | Sell |
76
-2,974
| -98% | -$39.1K | ﹤0.01% | 1793 |
|
|
2022
Q2 | $56K | Buy |
3,050
+12
| +0.4% | +$220 | 0.01% | 831 |
|
|
2022
Q1 | $67K | Buy |
3,038
+8
| +0.3% | +$176 | ﹤0.01% | 865 |
|
|
2021
Q4 | $71K | Buy |
3,030
+12
| +0.4% | +$281 | ﹤0.01% | 898 |
|
|
2021
Q3 | $64K | Buy |
3,018
+8
| +0.3% | +$170 | ﹤0.01% | 925 |
|
|
2021
Q2 | $64K | Buy |
3,010
+10
| +0.3% | +$213 | ﹤0.01% | 906 |
|
|
2021
Q1 | $59K | Sell |
3,000
-192
| -6% | -$3.78K | ﹤0.01% | 885 |
|
|
2020
Q4 | $60K | Buy |
3,192
+1,692
| +113% | +$31.8K | ﹤0.01% | 817 |
|
|
2020
Q3 | $25K | Sell |
1,500
-14
| -0.9% | -$233 | ﹤0.01% | 1029 |
|
|
2020
Q2 | $23K | Hold |
1,514
| – | – | ﹤0.01% | 1066 |
|
|
2020
Q1 | $19K | Hold |
1,514
| – | – | ﹤0.01% | 1077 |
|
|
2019
Q4 | $24K | Hold |
1,514
| – | – | ﹤0.01% | 1132 |
|
|
2019
Q3 | $22K | Hold |
1,514
| – | – | ﹤0.01% | 1159 |
|
|
2019
Q2 | $22K | Hold |
1,514
| – | – | ﹤0.01% | 1028 |
|
|
2019
Q1 | $21K | Buy |
1,514
+14
| +0.9% | +$194 | ﹤0.01% | 984 |
|
|
2018
Q4 | $18K | Buy |
+1,500
| New | +$18K | ﹤0.01% | 956 |
|