First Allied Advisory Services’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $256K | Buy |
19,260
+756
| +4% | +$10K | 0.01% | 966 |
|
|
2020
Q2 | $227K | Buy |
+18,504
| New | +$227K | 0.01% | 943 |
|
|
2019
Q4 | – | Sell |
-360
| Closed | -$4K | – | 1542 |
|
|
2019
Q3 | $4K | Buy |
+360
| New | +$4K | ﹤0.01% | 1585 |
|
|
2018
Q1 | – | Sell |
-7,944
| Closed | -$85K | – | 1435 |
|
|
2017
Q4 | $85K | Buy |
+7,944
| New | +$85K | ﹤0.01% | 1227 |
|