Kavar Capital Partners Group’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
Q3 | – | Sell |
-486
| Closed | -$6K | – | 385 |
|
|
2019
Q2 | $6K | Buy |
+486
| New | +$6K | ﹤0.01% | 415 |
|
|
2018
Q3 | – | Sell |
-468
| Closed | -$5K | – | 324 |
|
|
2018
Q2 | $5K | Buy |
468
+258
| +123% | +$2.76K | ﹤0.01% | 371 |
|
|
2018
Q1 | $2K | Buy |
+210
| New | +$2K | ﹤0.01% | 410 |
|
|
2016
Q1 | – | Sell |
-174
| Closed | -$1K | – | 334 |
|
|
2015
Q4 | $1K | Buy |
174
+24
| +16% | +$138 | ﹤0.01% | 426 |
|
|
2015
Q3 | $1K | Hold |
150
| – | – | ﹤0.01% | 432 |
|
|
2015
Q2 | $1K | Buy |
+150
| New | +$1K | ﹤0.01% | 461 |
|
|
2014
Q2 | – | Sell |
-150
| Closed | -$1K | – | 376 |
|
|
2014
Q1 | $1K | Hold |
150
| – | – | ﹤0.01% | 471 |
|
|
2013
Q4 | $1K | Buy |
+150
| New | +$1K | ﹤0.01% | 446 |
|