Godsey & Gibb Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-156
| Closed | -$4.02K | – | 426 |
|
|
2024
Q3 | $4.02K | Hold |
156
| – | – | ﹤0.01% | 376 |
|
|
2024
Q2 | $3.7K | Hold |
156
| – | – | ﹤0.01% | 358 |
|
|
2024
Q1 | $3.84K | Buy |
+156
| New | +$3.84K | ﹤0.01% | 327 |
|
|
2023
Q3 | – | Sell |
-1,582
| Closed | -$34.6K | – | 367 |
|
|
2023
Q2 | $34.6K | Buy |
+1,582
| New | +$34.6K | ﹤0.01% | 191 |
|
|
2023
Q1 | – | Sell |
-6,748
| Closed | -$137K | – | 390 |
|
|
2022
Q4 | $137K | Buy |
+6,748
| New | +$137K | 0.03% | 79 |
|
|
2022
Q3 | – | Sell |
-152
| Closed | -$3K | – | 148 |
|
|
2022
Q2 | $3K | Buy |
+152
| New | +$3K | ﹤0.01% | 91 |
|