AWA
Alaska Wealth Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3
| Closed | -$244 | – | 131 |
|
|
2024
Q1 | $244 | Hold |
3
| – | – | ﹤0.01% | 116 |
|
|
2023
Q4 | $226 | Hold |
3
| – | – | ﹤0.01% | 118 |
|
|
2023
Q3 | $203 | Hold |
3
| – | – | ﹤0.01% | 111 |
|
|
2023
Q2 | $213 | Hold |
3
| – | – | ﹤0.01% | 114 |
|
|
2023
Q1 | $204 | Buy |
+3
| New | +$204 | ﹤0.01% | 102 |
|