Apollon Wealth Management’s Schwab 1000 Index ETF SCHK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-4,384
| Closed | -$67K | – | 591 |
|
|
2020
Q2 | $67K | Buy |
+4,384
| New | +$67K | 0.04% | 211 |
|
|
2020
Q1 | – | Sell |
-167,076
| Closed | -$2.69M | – | 78 |
|
|
2019
Q4 | $2.69M | Buy |
167,076
+13,706
| +9% | +$221K | 2.37% | 8 |
|
|
2019
Q3 | $2.24M | Buy |
153,370
+11,966
| +8% | +$174K | 2.34% | 10 |
|
|
2019
Q2 | $2.04M | Buy |
141,404
+10,904
| +8% | +$157K | 2.34% | 6 |
|
|
2019
Q1 | $1.82M | Buy |
+130,500
| New | +$1.82M | 2.39% | 6 |
|