JOYN Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
2019
Q3
$224K Sell
2019
Q2
$218K Hold
2019
Q1
$220K Hold
2018
Q4
$198K Sell
2018
Q3
$232K Sell
2018
Q2
$222K Sell
2018
Q1
$228K Sell
2017
Q4
$425K Buy