EA
Evergreen Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-25,725
| Closed | -$1.55M | – | 18 |
|
|
2019
Q4 | $1.55M | Buy |
25,725
+11
| +0% | +$661 | 0.88% | 9 |
|
|
2019
Q3 | $1.45M | Buy |
25,714
+4
| +0% | +$226 | 0.89% | 8 |
|
|
2019
Q2 | $1.47M | Buy |
25,710
+7,995
| +45% | +$457K | 0.92% | 8 |
|
|
2019
Q1 | $981K | Buy |
17,715
+4
| +0% | +$222 | 0.83% | 6 |
|
|
2018
Q4 | $849K | Buy |
+17,711
| New | +$849K | 0.84% | 7 |
|