Global Wealth Management Investment Advisory’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,284
| Closed | -$21K | – | 593 |
|
|
2020
Q2 | $21K | Hold |
1,284
| – | – | 0.01% | 272 |
|
|
2020
Q1 | $17K | Sell |
1,284
-76
| -6% | -$1.01K | 0.01% | 274 |
|
|
2019
Q4 | $26K | Buy |
1,360
+76
| +6% | +$1.45K | 0.01% | 247 |
|
|
2019
Q3 | $22K | Hold |
1,284
| – | – | 0.01% | 239 |
|
|
2019
Q2 | $23K | Hold |
1,284
| – | – | 0.01% | 253 |
|
|
2019
Q1 | $22K | Hold |
1,284
| – | – | 0.01% | 297 |
|
|
2018
Q4 | $19K | Buy |
+1,284
| New | +$19K | 0.01% | 306 |
|