GoalVest Advisory’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 |
-876
| Closed | -$14K | – | 411 |
|
|
2023
Q1 | $14K | Buy |
876
+264
| +43% | +$4.21K | 0.01% | 173 |
|
|
2022
Q4 | $9.14K | Hold |
612
| – | – | 0.01% | 188 |
|
|
2022
Q3 | $9K | Hold |
612
| – | – | 0.01% | 192 |
|
|
2022
Q2 | $9K | Sell |
612
-624
| -50% | -$9.18K | 0.01% | 253 |
|
|
2022
Q1 | $22K | Buy |
+1,236
| New | +$22K | 0.01% | 193 |
|