BDO Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-180
| Closed | -$2.87K | – | 1055 |
|
|
2023
Q1 | $2.87K | Hold |
180
| – | – | ﹤0.01% | 870 |
|
|
2022
Q4 | $2.68K | Hold |
180
| – | – | ﹤0.01% | 834 |
|
|
2022
Q3 | $2K | Sell |
180
-597
| -77% | -$6.63K | ﹤0.01% | 936 |
|
|
2022
Q2 | $11K | Hold |
777
| – | – | ﹤0.01% | 670 |
|
|
2022
Q1 | $14K | Sell |
777
-3
| -0.4% | -$54 | ﹤0.01% | 669 |
|
|
2021
Q4 | $15K | Hold |
780
| – | – | ﹤0.01% | 672 |
|
|
2021
Q3 | $13K | Buy |
+780
| New | +$13K | ﹤0.01% | 688 |
|