Capital Directions Investment Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $78.5K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $468K | Buy |
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|
2022
Q1 | $548K | Hold |
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|
2021
Q4 | $591K | Buy |
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|
2021
Q3 | $97K | Hold |
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|
2021
Q2 | $97K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $29K | Hold |
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|
2020
Q3 | $25K | Hold |
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|
2020
Q2 | $23K | Sell |
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|
2020
Q1 | $36K | Hold |
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|
2019
Q4 | $52K | Hold |
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|
2019
Q3 | $47K | Hold |
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|
2019
Q2 | $49K | Hold |
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|
2019
Q1 | $48K | Hold |
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|
2018
Q4 | $43K | Buy |
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|
2018
Q3 | $40K | Buy |
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|
2018
Q2 | $31K | Sell |
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|
2018
Q1 | $44K | Hold |
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|
2017
Q4 | $44K | Hold |
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|
2017
Q3 | $43K | Sell |
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|
2017
Q2 | $46K | Sell |
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|
2017
Q1 | $45K | Hold |
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|
2016
Q4 | $42K | Hold |
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|
2016
Q3 | $45K | Hold |
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|
2016
Q2 | $42K | Hold |
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|
2016
Q1 | $42K | Sell |
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|
2015
Q4 | $54K | Hold |
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|
2015
Q3 | $53K | Sell |
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|
2015
Q2 | $83K | Hold |
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|
2015
Q1 | $86K | Sell |
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|
2014
Q4 | $84K | Buy |
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|
2014
Q3 | $84K | Sell |
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|
2014
Q2 | $104K | Hold |
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|
2014
Q1 | $100K | Hold |
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|
2013
Q4 | $97K | Sell |
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|
2013
Q3 | $107K | Sell |
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|
2013
Q2 | $97K | Buy |
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