D'Orazio & Associates’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,932
| Closed | -$48K | – | 586 |
|
|
2021
Q3 | $48K | Buy |
+1,932
| New | +$48K | 0.01% | 208 |
|
|
2021
Q2 | – | Sell |
-60
| Closed | -$1K | – | 415 |
|
|
2021
Q1 | $1K | Buy |
+60
| New | +$1K | ﹤0.01% | 363 |
|
|
2017
Q3 | – | Sell |
-88
| Closed | -$1K | – | 316 |
|
|
2017
Q2 | $1K | Buy |
+88
| New | +$1K | ﹤0.01% | 318 |
|