Concord Wealth Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-74
| Closed | -$1.78K | – | 994 |
|
|
2023
Q3 | $1.78K | Hold |
74
| – | – | ﹤0.01% | 883 |
|
|
2023
Q2 | $1.83K | Hold |
74
| – | – | ﹤0.01% | 879 |
|
|
2023
Q1 | $1.82K | Hold |
74
| – | – | ﹤0.01% | 828 |
|
|
2022
Q4 | $1.75K | Buy |
+74
| New | +$1.75K | ﹤0.01% | 966 |
|
|
2022
Q3 | – | Sell |
-72
| Closed | -$2K | – | 950 |
|
|
2022
Q2 | $2K | Hold |
72
| – | – | ﹤0.01% | 1060 |
|
|
2022
Q1 | $2K | Hold |
72
| – | – | ﹤0.01% | 1134 |
|
|
2021
Q4 | $2K | Buy |
+72
| New | +$2K | ﹤0.01% | 1162 |
|