HGWM
Harvest Group Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-111
| Closed | -$6K | – | 1034 |
|
|
2019
Q3 | $6K | Sell |
111
-350
| -76% | -$18.9K | 0.01% | 374 |
|
|
2019
Q2 | $26K | Sell |
461
-174
| -27% | -$9.81K | 0.03% | 124 |
|
|
2019
Q1 | $35K | Sell |
635
-7,202
| -92% | -$397K | 0.03% | 110 |
|
|
2018
Q4 | $376K | Sell |
7,837
-228
| -3% | -$10.9K | 0.49% | 23 |
|
|
2018
Q3 | $466K | Sell |
8,065
-1,758
| -18% | -$102K | 0.33% | 22 |
|
|
2018
Q2 | $539K | Hold |
9,823
| – | – | 0.37% | 26 |
|
|
2018
Q1 | $519K | Buy |
9,823
+38
| +0.4% | +$2.01K | 0.35% | 28 |
|
|
2017
Q4 | $521K | Buy |
+9,785
| New | +$521K | 0.32% | 28 |
|