CWP
Concord Wealth Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-29
| Closed | -$2.05K | – | 1066 |
|
|
2023
Q2 | $2.05K | Hold |
29
| – | – | ﹤0.01% | 861 |
|
|
2023
Q1 | $1.95K | Hold |
29
| – | – | ﹤0.01% | 817 |
|
|
2022
Q4 | $1.88K | Buy |
+29
| New | +$1.88K | ﹤0.01% | 950 |
|
|
2022
Q3 | – | Sell |
-28
| Closed | -$2K | – | 954 |
|
|
2022
Q2 | $2K | Sell |
28
-32
| -53% | -$2.29K | ﹤0.01% | 1061 |
|
|
2022
Q1 | $5K | Buy |
60
+1
| +2% | +$83 | ﹤0.01% | 922 |
|
|
2021
Q4 | $5K | Buy |
+59
| New | +$5K | ﹤0.01% | 961 |
|