JBJ Investment Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $212K | Buy |
+11,154
| New | +$212K | 0.04% | 61 |
|
|
2020
Q1 | – | Sell |
-270,912
| Closed | -$3.47M | – | 61 |
|
|
2019
Q4 | $3.47M | Hold |
270,912
| – | – | 1.06% | 12 |
|
|
2019
Q3 | $3.2M | Hold |
270,912
| – | – | 1.08% | 12 |
|
|
2019
Q2 | $3.17M | Sell |
270,912
-89,904
| -25% | -$1.05M | 1.15% | 12 |
|
|
2019
Q1 | $4.07M | Buy |
+360,816
| New | +$4.07M | 1.55% | 13 |
|