Baldwin Wealth Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,679
| Closed | -$71.8K | – | 859 |
|
|
2024
Q3 | $71.8K | Hold |
2,679
| – | – | ﹤0.01% | 468 |
|
|
2024
Q2 | $66.2K | Buy |
2,679
+195
| +8% | +$4.82K | 0.01% | 307 |
|
|
2024
Q1 | $62.9K | Sell |
2,484
-1,353
| -35% | -$34.3K | ﹤0.01% | 341 |
|
|
2023
Q4 | $89.7K | Buy |
+3,837
| New | +$89.7K | 0.01% | 292 |
|
|
2023
Q2 | – | Sell |
-3,480
| Closed | -$76.1K | – | 794 |
|
|
2023
Q1 | $76.1K | Buy |
+3,480
| New | +$76.1K | 0.01% | 356 |
|