Ancora Family Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
$302K Sell
34,686
-498
-1% -$4.34K 0.1% 165
2016
Q2
$295K Buy
35,184
+1,698
+5% +$14.2K 0.11% 149
2016
Q1
$275K Buy
+33,486
New +$275K 0.11% 152
2015
Q4
Sell
-27,492
Closed -$213K 197
2015
Q3
$213K Buy
+27,492
New +$213K 0.09% 178