GoalVest Advisory’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-516
| Closed | -$11.7K | – | 470 |
|
|
2023
Q3 | $11.7K | Buy |
+516
| New | +$11.7K | 0.01% | 262 |
|
|
2023
Q2 | – | Sell |
-195
| Closed | -$4.42K | – | 417 |
|
|
2023
Q1 | $4.42K | Buy |
+195
| New | +$4.42K | ﹤0.01% | 208 |
|
|
2022
Q4 | – | Sell |
-123
| Closed | -$2K | – | 267 |
|
|
2022
Q3 | $2K | Buy |
+123
| New | +$2K | ﹤0.01% | 229 |
|
|
2022
Q2 | – | Sell |
-174
| Closed | -$4K | – | 511 |
|
|
2022
Q1 | $4K | Buy |
+174
| New | +$4K | ﹤0.01% | 279 |
|
|
2021
Q1 | – | Sell |
-15
| Closed | – | – | 229 |
|
|
2020
Q4 | $0 | Buy |
+15
| New | – | ﹤0.01% | 214 |
|