Financial Synergies Wealth Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4
| Closed | -$103 | – | 387 |
|
|
2024
Q1 | $103 | Buy |
+4
| New | +$103 | ﹤0.01% | 494 |
|
|
2023
Q4 | – | Sell |
-4
| Closed | -$84 | – | 535 |
|
|
2023
Q3 | $84 | Hold |
4
| – | – | ﹤0.01% | 493 |
|
|
2023
Q2 | $86 | Buy |
4
+2
| +100% | +$43 | ﹤0.01% | 490 |
|
|
2023
Q1 | $40 | Buy |
+2
| New | +$40 | ﹤0.01% | 492 |
|