Impact Partnership Wealth’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
2024 Q2	–	Sell	-3,699	Closed	-$93.7K	–	604
2024 Q1	$93.7K	Hold	3,699	–	–	0.04%	265
2023 Q4	$86.4K	Sell	3,699 -1,533	-29%	-$35.8K	0.03%	268
2023 Q3	$112K	Buy	5,232 +1,533	+41%	+$32.9K	0.04%	302
2023 Q2	$82.7K	Buy	+3,699	New	+$82.7K	0.03%	209