Halpern Financial’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $61.7K | Sell |
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|
2024
Q2 | $64.5K | Sell |
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|
2024
Q1 | $69.8K | Hold |
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|
2023
Q4 | $64.9K | Hold |
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|
2023
Q3 | $60K | Buy |
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|
2023
Q2 | $18.3K | Buy |
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|
2023
Q1 | $10.5K | Sell |
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|
2022
Q4 | $13.2K | Hold |
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|
2022
Q3 | $11.7K | Sell |
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|
2022
Q2 | $28.3K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $22.3K | Hold |
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|
2020
Q3 | $19.6K | Hold |
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|
2020
Q2 | $18.8K | Hold |
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|
2020
Q1 | $16.6K | Sell |
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|
2019
Q4 | $185K | Buy |
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