Baystate Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $92.1K | Buy |
4,982
+2,190
| +78% | +$40.5K | 0.01% | 285 |
|
|
2023
Q3 | $47.4K | Sell |
2,792
-3,688
| -57% | -$62.6K | ﹤0.01% | 347 |
|
|
2023
Q2 | $116K | Buy |
6,480
+72
| +1% | +$1.28K | 0.01% | 241 |
|
|
2023
Q1 | $112K | Sell |
6,408
-1,494
| -19% | -$26K | 0.01% | 237 |
|
|
2022
Q4 | $127K | Sell |
7,902
-2,084
| -21% | -$33.5K | 0.01% | 227 |
|
|
2022
Q3 | $140K | Buy |
9,986
+3,520
| +54% | +$49.3K | 0.01% | 200 |
|
|
2022
Q2 | $102K | Buy |
6,466
+3,602
| +126% | +$56.8K | 0.01% | 238 |
|
|
2022
Q1 | $53K | Buy |
+2,864
| New | +$53K | ﹤0.01% | 311 |
|
|
2020
Q2 | – | Sell |
-1,600
| Closed | -$21K | – | 731 |
|
|
2020
Q1 | $21K | Hold |
1,600
| – | – | ﹤0.01% | 279 |
|
|
2019
Q4 | $27K | Buy |
+1,600
| New | +$27K | ﹤0.01% | 290 |
|
|
2019
Q1 | – | Sell |
-200
| Closed | -$3K | – | 700 |
|
|
2018
Q4 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 485 |
|