Kings Point Capital Management’s Schwab International Equity ETF SCHF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
$229K Sell
12,486
-36,414
-74% -$668K 0.02% 187
2021
Q4
$950K Buy
48,900
+36,482
+294% +$709K 0.08% 107
2021
Q3
$240K Hold
12,418
0.02% 189
2021
Q2
$245K Hold
12,418
0.02% 187
2021
Q1
$234K Sell
12,418
-56
-0.4% -$1.06K 0.02% 182
2020
Q4
$225K Buy
12,474
+3,996
+47% +$72.1K 0.02% 176
2020
Q3
$133K Hold
8,478
0.02% 207
2020
Q2
$126K Hold
8,478
0.02% 195
2020
Q1
$110K Buy
+8,478
New +$110K 0.02% 203
2018
Q1
Sell
-2,144
Closed -$37K 379
2017
Q4
$37K Buy
+2,144
New +$37K 0.01% 261