DPA
Delphi Private Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-607
| Closed | -$35K | – | 64 |
|
|
2018
Q3 | $35K | Hold |
607
| – | – | 0.12% | 35 |
|
|
2018
Q2 | $33K | Buy |
+607
| New | +$33K | 0.11% | 42 |
|
|
2018
Q1 | – | Sell |
-1,160
| Closed | -$62K | – | 114 |
|
|
2017
Q4 | $62K | Buy |
+1,160
| New | +$62K | 0.15% | 64 |
|
|
2016
Q1 | – | Sell |
-6,136
| Closed | -$246K | – | 392 |
|
|
2015
Q4 | $246K | Buy |
+6,136
| New | +$246K | 0.42% | 14 |
|