Capasso Planning Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,618
| Closed | -$212K | – | 150 |
|
|
2024
Q1 | $212K | Buy |
+8,618
| New | +$212K | 0.09% | 106 |
|
|
2023
Q1 | – | Sell |
-9,902
| Closed | -$201K | – | 105 |
|
|
2022
Q4 | $201K | Buy |
+9,902
| New | +$201K | 0.13% | 96 |
|
|
2022
Q2 | – | Sell |
-9,232
| Closed | -$219K | – | 99 |
|
|
2022
Q1 | $219K | Buy |
+9,232
| New | +$219K | 0.15% | 80 |
|