Capital Directions Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $20.6K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $26K | Hold |
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|
2022
Q1 | $31K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $19K | Buy |
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|
2021
Q2 | $19K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $38K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $144K | Hold |
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|
2017
Q4 | $145K | Hold |
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|
2017
Q3 | $137K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $11K | Hold |
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|
2015
Q3 | $10K | Hold |
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|
2015
Q2 | $11K | Hold |
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|
2015
Q1 | $12K | Hold |
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|
2014
Q4 | $11K | Hold |
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|
2014
Q3 | $11K | Hold |
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|
2014
Q2 | $11K | Hold |
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|
2014
Q1 | $10K | Hold |
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|
2013
Q4 | $10K | Hold |
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|
2013
Q3 | $9K | Hold |
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|
2013
Q2 | $9K | Buy |
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