JNBA Financial Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-32
| Closed | -$1K | – | 697 |
|
|
2022
Q3 | $1K | Sell |
32
-19
| -37% | -$594 | ﹤0.01% | 658 |
|
|
2022
Q2 | $2K | Buy |
51
+19
| +59% | +$745 | ﹤0.01% | 663 |
|
|
2022
Q1 | $1K | Hold |
32
| – | – | ﹤0.01% | 684 |
|
|
2021
Q4 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 800 |
|
|
2016
Q4 | – | Sell |
-1,003
| Closed | -$31K | – | 1180 |
|
|
2016
Q3 | $31K | Buy |
+1,003
| New | +$31K | ﹤0.01% | 673 |
|