KPCM
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Kings Point Capital Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Kings Point Capital Management’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,740
Closed -$42K – 635
2021
Q4 		$42K Buy
+1,740
New +$42K ﹤0.01% 403