CWS
Cypress Wealth Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,152
| Closed | -$200K | – | 266 |
|
|
2019
Q4 | $200K | Buy |
+2,152
| New | +$200K | 0.05% | 245 |
|
|
2019
Q3 | – | Sell |
-3,692
| Closed | -$307K | – | 266 |
|
|
2019
Q2 | $307K | Sell |
3,692
-1,497
| -29% | -$124K | 0.09% | 186 |
|
|
2019
Q1 | $412K | Sell |
5,189
-6,928
| -57% | -$550K | 0.13% | 139 |
|
|
2018
Q4 | $835K | Buy |
+12,117
| New | +$835K | 0.33% | 82 |
|