BlueSky Wealth Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-71,741
| Closed | -$1.75M | – | 57 |
|
|
2020
Q1 | $1.75M | Buy |
71,741
+33,308
| +87% | +$812K | 0.64% | 26 |
|
|
2019
Q4 | $1.33M | Buy |
38,433
+2,485
| +7% | +$85.7K | 0.43% | 31 |
|
|
2019
Q3 | $1.13M | Buy |
35,948
+686
| +2% | +$21.5K | 0.39% | 33 |
|
|
2019
Q2 | $1.15M | Buy |
35,262
+3,374
| +11% | +$110K | 0.41% | 32 |
|
|
2019
Q1 | $1.05M | Sell |
31,888
-6,808
| -18% | -$224K | 0.38% | 34 |
|
|
2018
Q4 | $1.19M | Buy |
38,696
+27,432
| +244% | +$842K | 0.46% | 32 |
|
|
2018
Q3 | $386K | Buy |
11,264
+817
| +8% | +$28K | 0.15% | 45 |
|
|
2018
Q2 | $377K | Sell |
10,447
-561
| -5% | -$20.2K | 0.14% | 47 |
|
|
2018
Q1 | $402K | Buy |
11,008
+1,529
| +16% | +$55.8K | 0.15% | 43 |
|
|
2017
Q4 | $347K | Sell |
9,479
-262
| -3% | -$9.59K | 0.14% | 44 |
|
|
2017
Q3 | $349K | Sell |
9,741
-361
| -4% | -$12.9K | 0.15% | 42 |
|
|
2017
Q2 | $340K | Sell |
10,102
-231
| -2% | -$7.78K | 0.16% | 42 |
|
|
2017
Q1 | $324K | Sell |
10,333
-1,041
| -9% | -$32.6K | 0.15% | 48 |
|
|
2016
Q4 | $331K | Buy |
+11,374
| New | +$331K | 0.16% | 46 |
|