BP
BCK Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,875
| Closed | -$213K | – | 27 |
|
|
2021
Q4 | $213K | Sell |
1,875
-232
| -11% | -$26.4K | 0.13% | 26 |
|
|
2021
Q3 | $219K | Hold |
2,107
| – | – | 0.14% | 25 |
|
|
2021
Q2 | $219K | Sell |
2,107
-86
| -4% | -$8.94K | 0.14% | 24 |
|
|
2021
Q1 | $221K | Buy |
+2,193
| New | +$221K | 0.16% | 24 |
|