Capital Directions Investment Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $116K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $111K | Hold |
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|
2022
Q1 | $134K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $136K | Hold |
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|
2021
Q2 | $138K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $121K | Sell |
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|
2020
Q3 | $103K | Hold |
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|
2020
Q2 | $97K | Hold |
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|
2020
Q1 | $78K | Buy |
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|
2019
Q4 | $91K | Hold |
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|
2019
Q3 | $86K | Buy |
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|
2019
Q2 | $83K | Hold |
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|
2019
Q1 | $81K | Hold |
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|
2018
Q4 | $70K | Hold |
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|
2018
Q3 | $84K | Hold |
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|
2018
Q2 | $80K | Sell |
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|
2018
Q1 | $83K | Buy |
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|
2017
Q4 | $82K | Buy |
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|
2017
Q3 | $77K | Buy |
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|
2017
Q2 | $70K | Hold |
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|
2017
Q1 | $69K | Hold |
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|
2016
Q4 | $66K | Hold |
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|
2016
Q3 | $63K | Hold |
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|
2016
Q2 | $61K | Hold |
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|
2016
Q1 | $59K | Hold |
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|
2015
Q4 | $58K | Hold |
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|
2015
Q3 | $57K | Hold |
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|
2015
Q2 | $62K | Hold |
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|
2015
Q1 | $63K | Sell |
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|
2014
Q4 | $75K | Hold |
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|
2014
Q3 | $72K | Sell |
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|
2014
Q2 | $79K | Hold |
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|
2014
Q1 | $76K | Sell |
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|
2013
Q4 | $77K | Sell |
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|
2013
Q3 | $88K | Hold |
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|
2013
Q2 | $82K | Buy |
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