Capasso Planning Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-15,732
| Closed | -$235K | – | 106 |
|
|
2022
Q4 | $235K | Buy |
15,732
+3
| +0% | +$45 | 0.15% | 83 |
|
|
2022
Q3 | $220K | Buy |
15,729
+3
| +0% | +$42 | 0.15% | 80 |
|
|
2022
Q2 | $232K | Sell |
15,726
-426
| -3% | -$6.29K | 0.16% | 74 |
|
|
2022
Q1 | $287K | Buy |
16,152
+5,508
| +52% | +$97.9K | 0.2% | 69 |
|
|
2021
Q4 | $200K | Buy |
+10,644
| New | +$200K | 0.15% | 76 |
|