HCR Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,037
| Closed | -$40K | – | 256 |
|
|
2020
Q4 | $40K | Buy |
2,037
+447
| +28% | +$8.78K | 0.01% | 211 |
|
|
2020
Q3 | $28K | Sell |
1,590
-291
| -15% | -$5.13K | 0.01% | 196 |
|
|
2020
Q2 | $31K | Sell |
1,881
-120
| -6% | -$1.98K | 0.01% | 192 |
|
|
2020
Q1 | $30K | Hold |
2,001
| – | – | 0.01% | 187 |
|
|
2019
Q4 | $40K | Buy |
+2,001
| New | +$40K | 0.01% | 185 |
|