DPA
Delphi Private Advisors’s Schwab International Equity ETF SCHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-7,216
| Closed | -$242K | – | 62 |
|
|
2018
Q3 | $242K | Buy |
7,216
+241
| +3% | +$8.08K | 0.82% | 11 |
|
|
2018
Q2 | $231K | Hold |
6,975
| – | – | 0.77% | 11 |
|
|
2018
Q1 | $235K | Sell |
6,975
-8,870
| -56% | -$299K | 0.93% | 12 |
|
|
2017
Q4 | $540K | Hold |
15,845
| – | – | 1.33% | 7 |
|
|
2017
Q3 | $530K | Hold |
15,845
| – | – | 1.55% | 7 |
|
|
2017
Q2 | $504K | Hold |
15,845
| – | – | 1.01% | 7 |
|
|
2017
Q1 | $473K | Sell |
15,845
-47,050
| -75% | -$1.4M | 0.86% | 7 |
|
|
2016
Q4 | $1.74M | Buy |
62,895
+55,905
| +800% | +$1.55M | 3.06% | 5 |
|
|
2016
Q3 | $201K | Hold |
6,990
| – | – | 0.35% | 11 |
|
|
2016
Q2 | $189K | Sell |
6,990
-1,650
| -19% | -$44.6K | 0.35% | 13 |
|
|
2016
Q1 | $234K | Sell |
8,640
-29,535
| -77% | -$800K | 0.42% | 11 |
|
|
2015
Q4 | $1.05M | Buy |
+38,175
| New | +$1.05M | 1.8% | 6 |
|