BWP
Baldwin Wealth Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-32
| Closed | -$1.33K | – | 771 |
|
|
2023
Q3 | $1.33K | Hold |
32
| – | – | ﹤0.01% | 694 |
|
|
2023
Q2 | $1.4K | Sell |
32
-1,060
| -97% | -$46.4K | ﹤0.01% | 708 |
|
|
2023
Q1 | $45.8K | Buy |
1,092
+1,060
| +3,313% | +$44.5K | ﹤0.01% | 430 |
|
|
2022
Q4 | $1.3K | Buy |
+32
| New | +$1.3K | ﹤0.01% | 729 |
|
|
2020
Q1 | – | Sell |
-155
| Closed | -$12K | – | 566 |
|
|
2019
Q4 | $12K | Hold |
155
| – | – | ﹤0.01% | 446 |
|
|
2019
Q3 | $11K | Hold |
155
| – | – | ﹤0.01% | 449 |
|
|
2019
Q2 | $11K | Hold |
155
| – | – | ﹤0.01% | 447 |
|
|
2019
Q1 | $11K | Hold |
155
| – | – | ﹤0.01% | 448 |
|
|
2018
Q4 | $9K | Hold |
155
| – | – | ﹤0.01% | 449 |
|
|
2018
Q3 | $12K | Hold |
155
| – | – | ﹤0.01% | 452 |
|
|
2018
Q2 | $11K | Hold |
155
| – | – | ﹤0.01% | 453 |
|
|
2018
Q1 | $11K | Buy |
+155
| New | +$11K | ﹤0.01% | 429 |
|