KKAMG
Kernodle & Katon Asset Management Group’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $138K | Sell |
2,424
-815
| -25% | -$46.4K | 0.08% | 113 |
|
|
2016
Q4 | $175K | Buy |
3,239
+2,370
| +273% | +$128K | 0.1% | 94 |
|
|
2016
Q3 | $45K | Hold |
869
| – | – | 0.03% | 183 |
|
|
2016
Q2 | $44K | Hold |
869
| – | – | 0.04% | 139 |
|
|
2016
Q1 | $43K | Hold |
869
| – | – | 0.04% | 129 |
|
|
2015
Q4 | $43K | Buy |
+869
| New | +$43K | 0.04% | 133 |
|