AllSquare Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-705
| Closed | -$14K | – | 474 |
|
|
2019
Q4 | $14K | Hold |
705
| – | – | 0.01% | 298 |
|
|
2019
Q3 | $13K | Hold |
705
| – | – | 0.01% | 301 |
|
|
2019
Q2 | $13K | Hold |
705
| – | – | 0.01% | 311 |
|
|
2019
Q1 | $13K | Hold |
705
| – | – | 0.01% | 307 |
|
|
2018
Q4 | $11K | Sell |
705
-645
| -48% | -$10.1K | 0.01% | 300 |
|
|
2018
Q3 | $26K | Hold |
1,350
| – | – | 0.02% | 244 |
|
|
2018
Q2 | $25K | Hold |
1,350
| – | – | 0.02% | 252 |
|
|
2018
Q1 | $24K | Hold |
1,350
| – | – | 0.02% | 220 |
|
|
2017
Q4 | $24K | Buy |
+1,350
| New | +$24K | 0.02% | 219 |
|