Elwood & Goetz Wealth Advisory Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-86,508
| Closed | -$1.73M | – | 35 |
|
|
2019
Q4 | $1.73M | Sell |
86,508
-5,364
| -6% | -$108K | 1.24% | 13 |
|
|
2019
Q3 | $1.74M | Sell |
91,872
-1,941
| -2% | -$36.7K | 1.37% | 13 |
|
|
2019
Q2 | $1.76M | Sell |
93,813
-1,836
| -2% | -$34.4K | 1.51% | 12 |
|
|
2019
Q1 | $1.75M | Sell |
95,649
-7,290
| -7% | -$133K | 1.6% | 12 |
|
|
2018
Q4 | $1.69M | Buy |
+102,939
| New | +$1.69M | 1.79% | 12 |
|