Castle Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-831
Closed -$16K 528
2022
Q3
$16K Hold
831
0.01% 363
2022
Q2
$17K Buy
+831
New +$17K 0.01% 339