KKAMG
Kernodle & Katon Asset Management Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $50K | Sell |
1,002
-864
| -46% | -$43.1K | 0.03% | 165 |
|
|
2016
Q4 | $90K | Sell |
1,866
-1,193
| -39% | -$57.5K | 0.05% | 134 |
|
|
2016
Q3 | $139K | Hold |
3,059
| – | – | 0.09% | 106 |
|
|
2016
Q2 | $137K | Buy |
3,059
+867
| +40% | +$38.8K | 0.13% | 69 |
|
|
2016
Q1 | $95K | Hold |
2,192
| – | – | 0.09% | 85 |
|
|
2015
Q4 | $93K | Buy |
+2,192
| New | +$93K | 0.09% | 79 |
|