Canandaigua National Corp’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-15,900
| Closed | -$283K | – | 264 |
|
|
2022
Q1 | $283K | Hold |
15,900
| – | – | 0.04% | 224 |
|
|
2021
Q4 | $299K | Hold |
15,900
| – | – | 0.04% | 232 |
|
|
2021
Q3 | $275K | Hold |
15,900
| – | – | 0.04% | 224 |
|
|
2021
Q2 | $276K | Hold |
15,900
| – | – | 0.04% | 226 |
|
|
2021
Q1 | $256K | Hold |
15,900
| – | – | 0.04% | 236 |
|
|
2020
Q4 | $241K | Buy |
+15,900
| New | +$241K | 0.04% | 231 |
|