Kalos Management’s Schwab 1000 Index ETF SCHK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,246
| Closed | -$26.7K | – | 89 |
|
|
2023
Q2 | $26.7K | Hold |
1,246
| – | – | 0.06% | 81 |
|
|
2023
Q1 | $24.6K | Hold |
1,246
| – | – | 0.05% | 133 |
|
|
2022
Q4 | $23K | Buy |
+1,246
| New | +$23K | 0.05% | 81 |
|
|
2019
Q1 | – | Sell |
-47,816
| Closed | -$715K | – | 172 |
|
|
2018
Q4 | $715K | Buy |
+47,816
| New | +$715K | 0.35% | 83 |
|
|
2018
Q3 | – | Sell |
-47,816
| Closed | -$668K | – | 208 |
|
|
2018
Q2 | $668K | Buy |
+47,816
| New | +$668K | 0.3% | 91 |
|