Baystate Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-789
| Closed | -$17.7K | – | 1100 |
|
|
2023
Q2 | $17.7K | Buy |
789
+6
| +0.8% | +$134 | ﹤0.01% | 478 |
|
|
2023
Q1 | $17.2K | Buy |
783
+3
| +0.4% | +$66 | ﹤0.01% | 480 |
|
|
2022
Q4 | $17K | Buy |
780
+6
| +0.8% | +$131 | ﹤0.01% | 493 |
|
|
2022
Q3 | $15K | Buy |
774
+6
| +0.8% | +$116 | ﹤0.01% | 479 |
|
|
2022
Q2 | $16K | Buy |
+768
| New | +$16K | ﹤0.01% | 492 |
|