Bourgeon Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-270
| Closed | -$5.08K | – | 324 |
|
|
2023
Q4 | $5.08K | Hold |
270
| – | – | ﹤0.01% | 268 |
|
|
2023
Q3 | $4.55K | Hold |
270
| – | – | ﹤0.01% | 262 |
|
|
2023
Q2 | $4.71K | Hold |
270
| – | – | ﹤0.01% | 275 |
|
|
2023
Q1 | $4.35K | Hold |
270
| – | – | ﹤0.01% | 265 |
|
|
2022
Q4 | $4.06K | Hold |
270
| – | – | ﹤0.01% | 282 |
|
|
2022
Q3 | $4K | Hold |
270
| – | – | ﹤0.01% | 278 |
|
|
2022
Q2 | $4K | Hold |
270
| – | – | ﹤0.01% | 261 |
|
|
2022
Q1 | $5K | Buy |
+270
| New | +$5K | ﹤0.01% | 255 |
|