AFA
AllGen Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,318
| Closed | -$218K | – | 34 |
|
|
2023
Q3 | $218K | Sell |
4,318
-403
| -9% | -$20.4K | 0.16% | 29 |
|
|
2023
Q2 | $247K | Sell |
4,721
-146
| -3% | -$7.65K | 0.16% | 32 |
|
|
2023
Q1 | $235K | Buy |
+4,867
| New | +$235K | 0.16% | 33 |
|
|
2022
Q2 | – | Sell |
-3,773
| Closed | -$203K | – | 39 |
|
|
2022
Q1 | $203K | Buy |
+3,773
| New | +$203K | 0.17% | 35 |
|