EWM
EPG Wealth Management’s Schwab Municipal Bond ETF SCMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-750
| Closed | -$19.3K | – | 433 |
|
|
2024
Q4 | $19.3K | Buy |
750
+375
| +100% | +$9.63K | 0.01% | 345 |
|
|
2024
Q3 | $19.7K | Buy |
+375
| New | +$19.7K | 0.01% | 345 |
|
|
2024
Q2 | – | Sell |
-375
| Closed | -$19.5K | – | 370 |
|
|
2024
Q1 | $19.5K | Hold |
375
| – | – | ﹤0.01% | 362 |
|
|
2023
Q4 | $19.5K | Hold |
375
| – | – | 0.01% | 348 |
|
|
2023
Q3 | $18.6K | Hold |
375
| – | – | 0.01% | 342 |
|
|
2023
Q2 | $19.4K | Hold |
375
| – | – | 0.01% | 332 |
|
|
2023
Q1 | $19.6K | Buy |
+375
| New | +$19.6K | 0.01% | 336 |
|