Baldwin Wealth Partners’s Schwab International Equity ETF SCHF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-608
| Closed | -$12.5K | – | 857 |
|
2024
Q3 | $12.5K | Hold |
608
| – | – | ﹤0.01% | 761 |
|
2024
Q2 | $11.7K | Buy |
+608
| New | +$11.7K | ﹤0.01% | 523 |
|
2023
Q4 | – | Sell |
-14,612
| Closed | -$248K | – | 772 |
|
2023
Q3 | $248K | Buy |
+14,612
| New | +$248K | 0.02% | 204 |
|
2019
Q2 | – | Sell |
-1,856
| Closed | -$29K | – | 525 |
|
2019
Q1 | $29K | Hold |
1,856
| – | – | ﹤0.01% | 363 |
|
2018
Q4 | $26K | Hold |
1,856
| – | – | ﹤0.01% | 356 |
|
2018
Q3 | $31K | Hold |
1,856
| – | – | ﹤0.01% | 359 |
|
2018
Q2 | $31K | Hold |
1,856
| – | – | ﹤0.01% | 356 |
|
2018
Q1 | $31K | Buy |
+1,856
| New | +$31K | 0.01% | 345 |
|