Gladstone Institutional Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-46,216
| Closed | -$701K | – | 294 |
|
|
2020
Q2 | $701K | Sell |
46,216
-21,372
| -32% | -$324K | 0.18% | 109 |
|
|
2020
Q1 | $847K | Buy |
67,588
+39,956
| +145% | +$501K | 0.22% | 96 |
|
|
2019
Q4 | $436K | Sell |
27,632
-288
| -1% | -$4.54K | 0.11% | 152 |
|
|
2019
Q3 | $407K | Sell |
27,920
-888
| -3% | -$12.9K | 0.1% | 169 |
|
|
2019
Q2 | $416K | Buy |
28,808
+2,730
| +10% | +$39.4K | 0.13% | 167 |
|
|
2019
Q1 | $363K | Buy |
+26,078
| New | +$363K | 0.13% | 141 |
|