Goodwin Investment Advisory’s Schwab 1000 Index ETF SCHK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,012
| Closed | -$18.4K | – | 238 |
|
|
2022
Q2 | $18.4K | Hold |
1,012
| – | – | 0.01% | 105 |
|
|
2022
Q1 | $22K | Hold |
1,012
| – | – | 0.02% | 120 |
|
|
2021
Q4 | $24K | Hold |
1,012
| – | – | 0.02% | 104 |
|
|
2021
Q3 | $22K | Hold |
1,012
| – | – | 0.02% | 98 |
|
|
2021
Q2 | $22K | Buy |
+1,012
| New | +$22K | 0.02% | 97 |
|