Coe Capital Management’s Schwab International Equity ETF SCHF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-31,290
| Closed | -$404K | – | 75 |
|
2020
Q1 | $404K | Hold |
31,290
| – | – | 0.67% | 47 |
|
2019
Q4 | $526K | Sell |
31,290
-180
| -0.6% | -$3.03K | 0.67% | 52 |
|
2019
Q3 | $501K | Hold |
31,470
| – | – | 0.55% | 62 |
|
2019
Q2 | $505K | Hold |
31,470
| – | – | 0.56% | 62 |
|
2019
Q1 | $493K | Sell |
31,470
-15,894
| -34% | -$249K | 0.57% | 62 |
|
2018
Q4 | $671K | Buy |
+47,364
| New | +$671K | 0.82% | 42 |
|