Capital Directions Investment Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $326K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $318K | Hold |
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|
2022
Q1 | $363K | Sell |
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|
2021
Q4 | $374K | Buy |
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|
2021
Q3 | $337K | Sell |
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|
2021
Q2 | $611K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $296K | Hold |
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|
2020
Q3 | $259K | Hold |
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|
2020
Q2 | $249K | Hold |
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|
2020
Q1 | $220K | Sell |
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|
2019
Q4 | $302K | Hold |
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|
2019
Q3 | $285K | Sell |
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|
2019
Q2 | $319K | Sell |
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|
2019
Q1 | $338K | Sell |
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|
2018
Q4 | $308K | Hold |
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|
2018
Q3 | $351K | Buy |
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|
2018
Q2 | $296K | Sell |
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|
2018
Q1 | $331K | Buy |
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|
2017
Q4 | $317K | Sell |
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|
2017
Q3 | $316K | Sell |
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|
2017
Q2 | $352K | Buy |
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|
2017
Q1 | $296K | Hold |
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|
2016
Q4 | $286K | Sell |
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|
2016
Q3 | $276K | Hold |
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|
2016
Q2 | $272K | Sell |
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|
2016
Q1 | $269K | Hold |
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|
2015
Q4 | $264K | Hold |
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|
2015
Q3 | $248K | Hold |
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|
2015
Q2 | $268K | Hold |
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|
2015
Q1 | $275K | Sell |
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|
2014
Q4 | $279K | Buy |
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|
2014
Q3 | $272K | Sell |
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|
2014
Q2 | $286K | Sell |
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|
2014
Q1 | $331K | Sell |
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|
2013
Q4 | $439K | Sell |
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|
2013
Q3 | $424K | Sell |
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|
2013
Q2 | $422K | Buy |
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