BDO Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $31K | Hold |
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|
2023
Q1 | $30.3K | Buy |
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|
2022
Q4 | $28.6K | Sell |
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|
2022
Q3 | $43K | Buy |
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|
2022
Q2 | $27K | Hold |
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|
2022
Q1 | $31K | Hold |
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|
2021
Q4 | $32K | Hold |
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|
2021
Q3 | $29K | Hold |
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|
2021
Q2 | $30K | Sell |
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|
2021
Q1 | $44K | Buy |
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|
2020
Q4 | $26K | Hold |
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|
2020
Q3 | $23K | Hold |
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|
2020
Q2 | $22K | Hold |
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|
2020
Q1 | $19K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $45K | Sell |
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|
2018
Q3 | $62K | Hold |
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|
2018
Q2 | $58K | Buy |
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