Baystate Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $4.06K | Buy |
163
+5
| +3% | +$124 | ﹤0.01% | 934 |
|
|
2023
Q3 | $3.79K | Hold |
158
| – | – | ﹤0.01% | 722 |
|
|
2023
Q2 | $3.89K | Buy |
158
+1
| +0.6% | +$25 | ﹤0.01% | 744 |
|
|
2023
Q1 | $3.86K | Sell |
157
-49
| -24% | -$1.2K | ﹤0.01% | 727 |
|
|
2022
Q4 | $5K | Buy |
206
+5
| +2% | +$121 | ﹤0.01% | 693 |
|
|
2022
Q3 | $5K | Hold |
201
| – | – | ﹤0.01% | 651 |
|
|
2022
Q2 | $5K | Hold |
201
| – | – | ﹤0.01% | 672 |
|
|
2022
Q1 | $6K | Buy |
+201
| New | +$6K | ﹤0.01% | 643 |
|
|
2020
Q4 | – | Sell |
-564
| Closed | -$15K | – | 750 |
|
|
2020
Q3 | $15K | Buy |
+564
| New | +$15K | ﹤0.01% | 346 |
|