AWA
Alaska Wealth Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,732
| Closed | -$185K | – | 91 |
|
|
2024
Q3 | $185K | Hold |
2,732
| – | – | 0.03% | 76 |
|
|
2024
Q2 | $176K | Sell |
2,732
-4
| -0.1% | -$257 | 0.03% | 69 |
|
|
2024
Q1 | $170K | Hold |
2,736
| – | – | 0.03% | 71 |
|
|
2023
Q4 | $154K | Hold |
2,736
| – | – | 0.03% | 71 |
|
|
2023
Q3 | $138K | Sell |
2,736
-110
| -4% | -$5.57K | 0.02% | 66 |
|
|
2023
Q2 | $149K | Hold |
2,846
| – | – | 0.02% | 67 |
|
|
2023
Q1 | $138K | Buy |
+2,846
| New | +$138K | 0.02% | 64 |
|