JOYN Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
Sell
-438
Closed -$4K 1154
2018
Q4
$4K Hold
438
﹤0.01% 1333
2018
Q3
$5K Hold
438
﹤0.01% 1204
2018
Q2
$5K Sell
438
-3,018
-87% -$34.5K ﹤0.01% 1148
2018
Q1
$37K Buy
+3,456
New +$37K 0.01% 543