Goodwin Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-162
| Closed | -$3.39K | – | 239 |
|
|
2022
Q2 | $3.39K | Sell |
162
-543
| -77% | -$11.4K | ﹤0.01% | 132 |
|
|
2022
Q1 | $18K | Hold |
705
| – | – | 0.01% | 125 |
|
|
2021
Q4 | $19K | Hold |
705
| – | – | 0.01% | 110 |
|
|
2021
Q3 | $18K | Hold |
705
| – | – | 0.02% | 104 |
|
|
2021
Q2 | $18K | Buy |
+705
| New | +$18K | 0.02% | 102 |
|