Jamison Private Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1,544
| Closed | -$31.8K | – | 418 |
|
2024
Q3 | $31.8K | Sell |
1,544
-118
| -7% | -$2.43K | ﹤0.01% | 274 |
|
2024
Q2 | $31.9K | Sell |
1,662
-308
| -16% | -$5.91K | 0.01% | 266 |
|
2024
Q1 | $38.4K | Sell |
1,970
-170
| -8% | -$3.32K | 0.01% | 264 |
|
2023
Q4 | $39.5K | Buy |
2,140
+26
| +1% | +$481 | 0.01% | 245 |
|
2023
Q3 | $35.9K | Buy |
+2,114
| New | +$35.9K | 0.01% | 243 |
|