Bernardo Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-33,058
| Closed | -$427K | – | 146 |
|
|
2020
Q1 | $427K | Sell |
33,058
-136
| -0.4% | -$1.76K | 0.3% | 83 |
|
|
2019
Q4 | $558K | Hold |
33,194
| – | – | 0.34% | 69 |
|
|
2019
Q3 | $528K | Hold |
33,194
| – | – | 0.38% | 61 |
|
|
2019
Q2 | $533K | Buy |
33,194
+136
| +0.4% | +$2.18K | 0.42% | 59 |
|
|
2019
Q1 | $518K | Hold |
33,058
| – | – | 0.41% | 59 |
|
|
2018
Q4 | $469K | Buy |
+33,058
| New | +$469K | 0.41% | 56 |
|