IAP
Indie Asset Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,022
| Closed | -$237K | – | 130 |
|
|
2021
Q2 | $237K | Sell |
3,022
-350
| -10% | -$27.4K | 0.19% | 110 |
|
|
2021
Q1 | $251K | Sell |
3,372
-1,738
| -34% | -$129K | 0.29% | 94 |
|
|
2020
Q4 | $348K | Sell |
5,110
-3,534
| -41% | -$241K | 0.41% | 64 |
|
|
2020
Q3 | $480K | Sell |
8,644
-4,309
| -33% | -$239K | 0.6% | 45 |
|
|
2020
Q2 | $742K | Sell |
12,953
-33,695
| -72% | -$1.93M | 0.93% | 26 |
|
|
2020
Q1 | $1.97M | Sell |
46,648
-24,577
| -35% | -$1.04M | 2.45% | 10 |
|
|
2019
Q4 | $4.28M | Buy |
+71,225
| New | +$4.28M | 4.55% | 5 |
|