BG
Benedetti & Gucer’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,152
| Closed | -$390K | – | 116 |
|
|
2022
Q1 | $390K | Sell |
5,152
-665
| -11% | -$50.3K | 0.26% | 57 |
|
|
2021
Q4 | $467K | Hold |
5,817
| – | – | 0.32% | 44 |
|
|
2021
Q3 | $445K | Buy |
5,817
+2,049
| +54% | +$157K | 0.34% | 42 |
|
|
2021
Q2 | $294K | Sell |
3,768
-48
| -1% | -$3.75K | 0.26% | 61 |
|
|
2021
Q1 | $284K | Buy |
+3,816
| New | +$284K | 0.26% | 59 |
|