ICA Group Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $7.54K | Hold |
360
| – | – | ﹤0.01% | 526 |
|
2024
Q1 | $7.33K | Hold |
360
| – | – | ﹤0.01% | 960 |
|
2023
Q4 | $6.68K | Buy |
+360
| New | +$6.68K | ﹤0.01% | 954 |
|
2023
Q3 | – | Sell |
-360
| Closed | -$6.2K | – | 1025 |
|
2023
Q2 | $6.2K | Hold |
360
| – | – | ﹤0.01% | 929 |
|
2023
Q1 | $5.74K | Hold |
360
| – | – | ﹤0.01% | 921 |
|
2022
Q4 | $5.38K | Buy |
+360
| New | +$5.38K | ﹤0.01% | 949 |
|