Aspen Investment 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
Q1 | – | Sell |
-22,420
| Closed | -$354K | – | 122 |
|
|
2019
Q4 | $354K | Sell |
22,420
-1,600
| -7% | -$25.3K | 0.22% | 95 |
|
|
2019
Q3 | $350K | Sell |
24,020
-8,346
| -26% | -$122K | 0.23% | 99 |
|
|
2019
Q2 | $467K | Buy |
32,366
+5,638
| +21% | +$81.3K | 0.31% | 91 |
|
|
2019
Q1 | $372K | Buy |
26,728
+324
| +1% | +$4.51K | 0.26% | 98 |
|
|
2018
Q4 | $324K | Sell |
26,404
-4,836
| -15% | -$59.3K | 0.26% | 96 |
|
|
2018
Q3 | $447K | Buy |
31,240
+15,772
| +102% | +$226K | 0.3% | 93 |
|
|
2018
Q2 | $207K | Buy |
+15,468
| New | +$207K | 0.14% | 140 |
|