GWA
Guidant Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $6.02M | Buy |
106,093
+6,661
| +7% | +$378K | 2.24% | 15 |
|
|
2019
Q2 | $5.58M | Sell |
99,432
-2,327
| -2% | -$131K | 2.16% | 17 |
|
|
2019
Q1 | $5.57M | Buy |
101,759
+15,073
| +17% | +$825K | 2.17% | 17 |
|
|
2018
Q4 | $4.27M | Buy |
+86,686
| New | +$4.27M | 1.99% | 19 |
|
|
2017
Q3 | – | Sell |
-91,157
| Closed | -$4.58M | – | 222 |
|
|
2017
Q2 | $4.58M | Buy |
91,157
+5,834
| +7% | +$293K | 2.36% | 15 |
|
|
2017
Q1 | $4.22M | Buy |
85,323
+14,295
| +20% | +$707K | 2.21% | 16 |
|
|
2016
Q4 | $3.44M | Buy |
71,028
+48,843
| +220% | +$2.36M | 1.95% | 19 |
|
|
2016
Q3 | $1M | Buy |
+22,185
| New | +$1M | 0.62% | 40 |
|