Goodwin Investment Advisory’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,788
| Closed | -$37.2K | – | 240 |
|
|
2022
Q2 | $37.2K | Sell |
1,788
-102
| -5% | -$2.12K | 0.03% | 83 |
|
|
2022
Q1 | $45K | Hold |
1,890
| – | – | 0.03% | 88 |
|
|
2021
Q4 | $46K | Hold |
1,890
| – | – | 0.03% | 82 |
|
|
2021
Q3 | $43K | Buy |
1,890
+672
| +55% | +$15.3K | 0.04% | 80 |
|
|
2021
Q2 | $28K | Buy |
+1,218
| New | +$28K | 0.03% | 90 |
|