Clear Perspectives Financial Planning’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $25.2K | Sell |
1,200
-342
| -22% | -$7.17K | 0.01% | 99 |
|
|
2022
Q4 | $31.2K | Buy |
1,542
+342
| +29% | +$6.93K | 0.02% | 100 |
|
|
2022
Q3 | $23K | Hold |
1,200
| – | – | 0.01% | 119 |
|
|
2022
Q2 | $23K | Hold |
1,200
| – | – | 0.01% | 121 |
|
|
2022
Q1 | $28K | Sell |
1,200
-56
| -4% | -$1.31K | 0.01% | 124 |
|
|
2021
Q4 | $32K | Sell |
1,256
-2,000
| -61% | -$51K | 0.01% | 124 |
|
|
2021
Q3 | $81K | Hold |
3,256
| – | – | 0.04% | 81 |
|
|
2021
Q2 | $85K | Hold |
3,256
| – | – | 0.04% | 79 |
|
|
2021
Q1 | $81K | Hold |
3,256
| – | – | 0.05% | 73 |
|
|
2020
Q4 | $72K | Buy |
+3,256
| New | +$72K | 0.05% | 73 |
|