IRON Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-11,634
| Closed | -$233K | – | 115 |
|
|
2019
Q4 | $233K | Buy |
11,634
+201
| +2% | +$4.03K | 0.11% | 99 |
|
|
2019
Q3 | $216K | Sell |
11,433
-5,436
| -32% | -$103K | 0.16% | 87 |
|
|
2019
Q2 | $308K | Hold |
16,869
| – | – | 0.29% | 70 |
|
|
2019
Q1 | $308K | Buy |
16,869
+120
| +0.7% | +$2.19K | 0.19% | 67 |
|
|
2018
Q4 | $275K | Buy |
16,749
+249
| +2% | +$4.09K | 0.21% | 65 |
|
|
2018
Q3 | $308K | Buy |
+16,500
| New | +$308K | 0.21% | 70 |
|