Confluence Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $566K | Sell |
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|
2020
Q2 | $3.38M | Buy |
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|
2020
Q1 | $2.25M | Buy |
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|
2019
Q4 | $614K | Buy |
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|
2019
Q3 | $566K | Sell |
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|
2019
Q2 | $574K | Hold |
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|
2019
Q1 | $557K | Sell |
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|
2018
Q4 | $508K | Buy |
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|
2018
Q3 | $586K | Buy |
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|
2018
Q2 | $556K | Sell |
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|
2018
Q1 | $550K | Sell |
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|
2017
Q4 | $558K | Sell |
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|
2017
Q3 | $533K | Sell |
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|
2017
Q2 | $514K | Buy |
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|
2017
Q1 | $504K | Sell |
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|
2016
Q4 | $493K | Sell |
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|
2016
Q3 | $579K | Sell |
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|
2016
Q2 | $565K | Buy |
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|
2016
Q1 | $526K | Buy |
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|
2015
Q4 | $412K | Buy |
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|
2015
Q3 | $269K | Buy |
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