Clearview Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12
| Closed | -$268 | – | 526 |
|
|
2023
Q2 | $268 | Hold |
12
| – | – | ﹤0.01% | 652 |
|
|
2023
Q1 | $262 | Hold |
12
| – | – | ﹤0.01% | 639 |
|
|
2022
Q4 | $264 | Hold |
12
| – | – | ﹤0.01% | 584 |
|
|
2022
Q3 | $0 | Hold |
12
| – | – | ﹤0.01% | 636 |
|
|
2022
Q2 | $0 | Hold |
12
| – | – | ﹤0.01% | 638 |
|
|
2022
Q1 | $0 | Hold |
12
| – | – | ﹤0.01% | 687 |
|
|
2021
Q4 | $1K | Sell |
12
-2,688
| -100% | -$224K | ﹤0.01% | 662 |
|
|
2021
Q3 | $61K | Buy |
2,700
+1,230
| +84% | +$27.8K | 0.04% | 219 |
|
|
2021
Q2 | $34K | Buy |
1,470
+300
| +26% | +$6.94K | 0.02% | 283 |
|
|
2021
Q1 | $25K | Buy |
+1,170
| New | +$25K | 0.02% | 311 |
|