Beaumont Financial Advisors’s Schwab International Equity ETF SCHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-14,312
| Closed | -$255K | – | 348 |
|
|
2023
Q2 | $255K | Sell |
14,312
-2,714
| -16% | -$48.4K | 0.02% | 289 |
|
|
2023
Q1 | $296K | Hold |
17,026
| – | – | 0.03% | 250 |
|
|
2022
Q4 | $274K | Buy |
+17,026
| New | +$274K | 0.03% | 268 |
|
|
2020
Q2 | – | Sell |
-33,038
| Closed | -$427K | – | 287 |
|
|
2020
Q1 | $427K | Buy |
+33,038
| New | +$427K | 0.05% | 159 |
|