Foresight Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-27,990
| Closed | -$286K | – | 103 |
|
|
2020
Q1 | $286K | Sell |
27,990
-1,770
| -6% | -$18.1K | 0.2% | 63 |
|
|
2019
Q4 | $381K | Buy |
29,760
+750
| +3% | +$9.6K | 0.23% | 56 |
|
|
2019
Q3 | $343K | Buy |
29,010
+4,716
| +19% | +$55.8K | 0.25% | 66 |
|
|
2019
Q2 | $284K | Sell |
24,294
-258
| -1% | -$3.02K | 0.21% | 72 |
|
|
2019
Q1 | $277K | Buy |
+24,552
| New | +$277K | 0.24% | 71 |
|