Destiny Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,767
| Closed | -$38.6K | – | 552 |
|
|
2022
Q4 | $38.6K | Sell |
1,767
-1,545
| -47% | -$33.8K | 0.01% | 323 |
|
|
2022
Q3 | $67K | Sell |
3,312
-3,384
| -51% | -$68.5K | 0.02% | 252 |
|
|
2022
Q2 | $140K | Sell |
6,696
-3,201
| -32% | -$66.9K | 0.03% | 213 |
|
|
2022
Q1 | $250K | Buy |
9,897
+996
| +11% | +$25.2K | 0.05% | 145 |
|
|
2021
Q4 | $239K | Hold |
8,901
| – | – | 0.05% | 159 |
|
|
2021
Q3 | $227K | Sell |
8,901
-423
| -5% | -$10.8K | 0.05% | 158 |
|
|
2021
Q2 | $243K | Buy |
9,324
+342
| +4% | +$8.91K | 0.05% | 172 |
|
|
2021
Q1 | $223K | Sell |
8,982
-3,942
| -31% | -$97.9K | 0.05% | 157 |
|
|
2020
Q4 | $294K | Buy |
+12,924
| New | +$294K | 0.06% | 160 |
|