Kelly Financial Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-12
| Closed | -$295 | – | 707 |
|
|
2022
Q1 | $295 | Hold |
12
| – | – | ﹤0.01% | 632 |
|
|
2021
Q4 | $318 | Hold |
12
| – | – | ﹤0.01% | 644 |
|
|
2021
Q3 | $310 | Sell |
12
-1,272
| -99% | -$32.9K | ﹤0.01% | 616 |
|
|
2021
Q2 | $3K | Buy |
1,284
+1,272
| +10,600% | +$2.97K | ﹤0.01% | 629 |
|
|
2021
Q1 | $307 | Hold |
12
| – | – | ﹤0.01% | 600 |
|
|
2020
Q4 | $273 | Hold |
12
| – | – | ﹤0.01% | 564 |
|
|
2020
Q3 | $209 | Hold |
12
| – | – | ﹤0.01% | 549 |
|
|
2020
Q2 | $199 | Hold |
12
| – | – | ﹤0.01% | 567 |
|
|
2020
Q1 | $157 | Hold |
12
| – | – | ﹤0.01% | 541 |
|
|
2019
Q4 | $229 | Hold |
12
| – | – | ﹤0.01% | 528 |
|
|
2019
Q3 | $210 | Buy |
+12
| New | +$210 | ﹤0.01% | 513 |
|