Baystate Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $13.7K | Hold |
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|
2023
Q3 | $12K | Hold |
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|
2023
Q2 | $12.4K | Sell |
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|
2023
Q1 | $277K | Sell |
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|
2022
Q4 | $241K | Buy |
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|
2022
Q3 | $14K | Hold |
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|
2022
Q2 | $15K | Hold |
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|
2022
Q1 | $19K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $5K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $4K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $6K | Hold |
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|
2017
Q3 | $6K | Hold |
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|
2017
Q2 | $5K | Buy |
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