Capital Wealth Planning’s Schwab 1000 Index ETF SCHK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-17,968
Closed -$225K 183
2020
Q1
$225K Sell
17,968
-2,832
-14% -$35.5K 0.01% 197
2019
Q4
$328K Hold
20,800
0.02% 143
2019
Q3
$307K Sell
20,800
-1,546
-7% -$22.8K 0.02% 181
2019
Q2
$323K Buy
+22,346
New +$323K 0.02% 172