DDD Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-44,211
| Closed | -$621K | – | 44 |
|
|
2020
Q1 | $621K | Buy |
44,211
+4,638
| +12% | +$65.1K | 0.22% | 34 |
|
|
2019
Q4 | $793K | Buy |
39,573
+2,070
| +6% | +$41.5K | 0.22% | 35 |
|
|
2019
Q3 | $707K | Buy |
37,503
+672
| +2% | +$12.7K | 0.22% | 37 |
|
|
2019
Q2 | $701K | Buy |
36,831
+243
| +0.7% | +$4.63K | 0.22% | 37 |
|
|
2019
Q1 | $676K | Buy |
36,588
+822
| +2% | +$15.2K | 0.23% | 35 |
|
|
2018
Q4 | $571K | Buy |
35,766
+624
| +2% | +$9.96K | 0.21% | 43 |
|
|
2018
Q3 | $678K | Buy |
+35,142
| New | +$678K | 0.24% | 38 |
|