BWA
Burt Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-500
| Closed | -$25K | – | 374 |
|
|
2018
Q4 | $25K | Buy |
+500
| New | +$25K | 0.01% | 218 |
|
|
2017
Q3 | – | Sell |
-113
| Closed | -$5K | – | 398 |
|
|
2017
Q2 | $5K | Buy |
+113
| New | +$5K | ﹤0.01% | 337 |
|
|
2017
Q1 | – | Sell |
-113
| Closed | -$5K | – | 384 |
|
|
2016
Q4 | $5K | Hold |
113
| – | – | ﹤0.01% | 323 |
|
|
2016
Q3 | $5K | Hold |
113
| – | – | 0.01% | 318 |
|
|
2016
Q2 | $5K | Hold |
113
| – | – | 0.01% | 320 |
|
|
2016
Q1 | $5K | Hold |
113
| – | – | ﹤0.01% | 382 |
|
|
2015
Q4 | $4K | Buy |
113
+52
| +85% | +$1.84K | ﹤0.01% | 406 |
|
|
2015
Q3 | $3K | Hold |
61
| – | – | ﹤0.01% | 335 |
|
|
2015
Q2 | $3K | Hold |
61
| – | – | ﹤0.01% | 333 |
|
|
2015
Q1 | $3K | Hold |
61
| – | – | ﹤0.01% | 307 |
|
|
2014
Q4 | $3K | Buy |
+61
| New | +$3K | ﹤0.01% | 297 |
|