Confluence Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $3.85M | Buy |
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2020
Q2 | $3.5M | Sell |
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2020
Q1 | $3.04M | Sell |
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2019
Q4 | $4.35M | Buy |
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2019
Q3 | $3.85M | Buy |
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2019
Q2 | $3.55M | Buy |
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2019
Q1 | $3.22M | Buy |
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2018
Q4 | $2.26M | Buy |
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2018
Q3 | $2.19M | Buy |
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2018
Q2 | $1.44M | Sell |
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2018
Q1 | $1.84M | Buy |
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2017
Q4 | $1.46M | Buy |
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2017
Q3 | $1.2M | Buy |
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2017
Q2 | $400K | Hold |
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2017
Q1 | $386K | Hold |
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2016
Q4 | $347K | Buy |
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2016
Q3 | $370K | Sell |
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2016
Q2 | $351K | Sell |
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2016
Q1 | $347K | Buy |
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