DIA
Davidson Investment Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-3,605
| Closed | -$234K | – | 102 |
|
|
2018
Q2 | $234K | Sell |
3,605
-685
| -16% | -$44.5K | 0.02% | 100 |
|
|
2018
Q1 | $271K | Hold |
4,290
| – | – | 0.03% | 98 |
|
|
2017
Q4 | $274K | Buy |
4,290
+685
| +19% | +$43.8K | 0.03% | 105 |
|
|
2017
Q3 | $216K | Buy |
+3,605
| New | +$216K | 0.02% | 102 |
|