CWP
Concord Wealth Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-76
| Closed | -$3.14K | – | 992 |
|
|
2023
Q3 | $3.14K | Buy |
76
+1
| +1% | +$41 | ﹤0.01% | 794 |
|
|
2023
Q2 | $3.3K | Hold |
75
| – | – | ﹤0.01% | 793 |
|
|
2023
Q1 | $3.15K | Hold |
75
| – | – | ﹤0.01% | 745 |
|
|
2022
Q4 | $3.03K | Buy |
+75
| New | +$3.03K | ﹤0.01% | 863 |
|
|
2022
Q3 | – | Sell |
-74
| Closed | -$3K | – | 947 |
|
|
2022
Q2 | $3K | Hold |
74
| – | – | ﹤0.01% | 963 |
|
|
2022
Q1 | $4K | Sell |
74
-31
| -30% | -$1.68K | ﹤0.01% | 982 |
|
|
2021
Q4 | $11K | Buy |
+105
| New | +$11K | ﹤0.01% | 764 |
|