Fortis Advisors’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
2023
Q2
Sell
-3,006
Closed -$47.9K 220
2023
Q1
$47.9K Hold
3,006
0.03% 158
2022
Q4
$44.9K Sell
3,006
-396
-12% -$5.92K 0.03% 159
2022
Q3
$48K Hold
3,402
0.03% 162
2022
Q2
$50K Buy
+3,402
New +$50K 0.03% 169