Halpern Financial’s Schwab International Equity ETF SCHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-500
| Closed | -$8.49K | – | 269 |
|
|
2023
Q3 | $8.49K | Hold |
500
| – | – | ﹤0.01% | 162 |
|
|
2023
Q2 | $8.91K | Hold |
500
| – | – | ﹤0.01% | 164 |
|
|
2023
Q1 | $8.7K | Hold |
500
| – | – | ﹤0.01% | 134 |
|
|
2022
Q4 | $8.05K | Sell |
500
-260
| -34% | -$4.19K | ﹤0.01% | 142 |
|
|
2022
Q3 | $10.7K | Hold |
760
| – | – | ﹤0.01% | 140 |
|
|
2022
Q2 | $12K | Sell |
760
-640
| -46% | -$10.1K | ﹤0.01% | 153 |
|
|
2022
Q1 | $25.7K | Sell |
1,400
-600
| -30% | -$11K | 0.01% | 124 |
|
|
2021
Q4 | $38.9K | Sell |
2,000
-1,028
| -34% | -$20K | 0.02% | 96 |
|
|
2021
Q3 | $58.6K | Buy |
+3,028
| New | +$58.6K | 0.03% | 68 |
|
|
2021
Q1 | – | Sell |
-560
| Closed | -$10.1K | – | 276 |
|
|
2020
Q4 | $10.1K | Hold |
560
| – | – | 0.01% | 122 |
|
|
2020
Q3 | $8.79K | Hold |
560
| – | – | 0.01% | 117 |
|
|
2020
Q2 | $8.33K | Sell |
560
-280
| -33% | -$4.17K | 0.01% | 108 |
|
|
2020
Q1 | $10.9K | Sell |
840
-15,858
| -95% | -$205K | 0.01% | 82 |
|
|
2019
Q4 | $281K | Buy |
+16,698
| New | +$281K | 0.22% | 26 |
|