GG
Gofen & Glossberg’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $355K | Sell |
7,854
-344
| -4% | -$15.5K | 0.01% | 400 |
|
|
2022
Q3 | $347K | Hold |
8,198
| – | – | 0.01% | 386 |
|
|
2022
Q2 | $366K | Hold |
8,198
| – | – | 0.01% | 381 |
|
|
2022
Q1 | $441K | Buy |
8,198
+4,674
| +133% | +$251K | 0.01% | 368 |
|
|
2021
Q4 | $401K | Hold |
3,524
| – | – | 0.01% | 391 |
|
|
2021
Q3 | $367K | Buy |
3,524
+66
| +2% | +$6.87K | 0.01% | 396 |
|
|
2021
Q2 | $360K | Buy |
3,458
+905
| +35% | +$94.2K | 0.01% | 401 |
|
|
2021
Q1 | $245K | Sell |
2,553
-46
| -2% | -$4.41K | 0.01% | 463 |
|
|
2020
Q4 | $236K | Buy |
+2,599
| New | +$236K | 0.01% | 441 |
|
|
2020
Q1 | – | Sell |
-2,976
| Closed | -$229K | – | 463 |
|
|
2019
Q4 | $229K | Sell |
2,976
-260
| -8% | -$20K | 0.01% | 420 |
|
|
2019
Q3 | $230K | Buy |
+3,236
| New | +$230K | 0.01% | 407 |
|