Crosspoint Capital Strategies’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-330
| Closed | -$3K | – | 681 |
|
|
2015
Q4 | $3K | Sell |
330
-570
| -63% | -$5.18K | ﹤0.01% | 885 |
|
|
2015
Q3 | $7K | Hold |
900
| – | – | 0.01% | 459 |
|
|
2015
Q2 | $8K | Hold |
900
| – | – | ﹤0.01% | 552 |
|
|
2015
Q1 | $8K | Sell |
900
-306
| -25% | -$2.72K | ﹤0.01% | 400 |
|
|
2014
Q4 | $10K | Buy |
1,206
+6
| +0.5% | +$50 | ﹤0.01% | 527 |
|
|
2014
Q3 | $10K | Buy |
+1,200
| New | +$10K | 0.01% | 375 |
|