Avion Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,248
| Closed | -$25K | – | 1313 |
|
|
2023
Q3 | $25K | Hold |
1,248
| – | – | 0.01% | 196 |
|
|
2023
Q2 | $26K | Hold |
1,248
| – | – | 0.01% | 206 |
|
|
2023
Q1 | $23K | Hold |
1,248
| – | – | 0.01% | 201 |
|
|
2022
Q4 | $21K | Hold |
1,248
| – | – | 0.01% | 206 |
|
|
2022
Q3 | $22K | Hold |
1,248
| – | – | 0.01% | 204 |
|
|
2022
Q2 | $23K | Buy |
+1,248
| New | +$23K | 0.01% | 194 |
|