Heritage Wealth Management (Arizona)’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $31.7K | Buy |
2,124
+1,062
| +100% | +$15.9K | ﹤0.01% | 572 |
|
|
2022
Q3 | $15K | Hold |
1,062
| – | – | ﹤0.01% | 592 |
|
|
2022
Q2 | $15.6K | Sell |
1,062
-4,146
| -80% | -$61.1K | 0.01% | 582 |
|
|
2022
Q1 | $93K | Buy |
+5,208
| New | +$93K | 0.03% | 378 |
|
|
2021
Q3 | $18K | Hold |
1,062
| – | – | 0.01% | 574 |
|
|
2021
Q2 | $18K | Buy |
+1,062
| New | +$18K | 0.01% | 578 |
|