ACA
Affinity Capital Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,976
| Closed | -$266K | – | 116 |
|
|
2022
Q1 | $266K | Buy |
4,976
+2,391
| +92% | +$128K | 0.08% | 98 |
|
|
2021
Q4 | $292K | Buy |
2,585
+43
| +2% | +$4.86K | 0.09% | 98 |
|
|
2021
Q3 | $264K | Sell |
2,542
-9
| -0.4% | -$935 | 0.09% | 99 |
|
|
2021
Q2 | $266K | Sell |
2,551
-40
| -2% | -$4.17K | 0.09% | 101 |
|
|
2021
Q1 | $251K | Sell |
2,591
-194
| -7% | -$18.8K | 0.09% | 98 |
|
|
2020
Q4 | $253K | Buy |
+2,785
| New | +$253K | 0.1% | 94 |
|