Elevation Wealth Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,459
| Closed | -$38.8K | – | 532 |
|
|
2024
Q2 | $38.8K | Hold |
1,459
| – | – | 0.02% | 237 |
|
|
2024
Q1 | $36.8K | Hold |
1,459
| – | – | 0.02% | 244 |
|
|
2023
Q4 | $34.9K | Hold |
1,459
| – | – | 0.02% | 234 |
|
|
2023
Q3 | $34.9K | Hold |
1,459
| – | – | 0.03% | 174 |
|
|
2023
Q2 | $35.9K | Hold |
1,459
| – | – | 0.03% | 180 |
|
|
2023
Q1 | $35.8K | Buy |
+1,459
| New | +$35.8K | 0.03% | 186 |
|