Avantax Planning Partners’s Schwab 1000 Index ETF SCHK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.83M | Sell |
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|
2020
Q4 | $1.9M | Hold |
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|
2020
Q3 | $1.68M | Sell |
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|
2020
Q2 | $2.69M | Hold |
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|
2020
Q1 | $2.22M | Hold |
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|
2019
Q4 | $2.8M | Hold |
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|
2019
Q3 | $2.58M | Hold |
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|
2019
Q2 | $2.59M | Hold |
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|
2019
Q1 | $2.47M | Sell |
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|
2018
Q4 | $3.4M | Buy |
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