Carmichael Hill & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,140
| Closed | -$22K | – | 699 |
|
|
2021
Q1 | $22K | Buy |
1,140
+4
| +0.4% | +$77 | 0.01% | 392 |
|
|
2020
Q4 | $21K | Buy |
1,136
+42
| +4% | +$776 | 0.01% | 380 |
|
|
2020
Q3 | $18K | Buy |
1,094
+202
| +23% | +$3.32K | 0.01% | 366 |
|
|
2020
Q2 | $14K | Buy |
892
+88
| +11% | +$1.38K | 0.01% | 380 |
|
|
2020
Q1 | $10K | Buy |
804
+46
| +6% | +$572 | 0.01% | 397 |
|
|
2019
Q4 | $12K | Buy |
+758
| New | +$12K | 0.01% | 402 |
|