Kings Point Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$21K Sell
2021
Q4
$78K Buy
2021
Q3
$14K Buy
2021
Q2
$13K Hold
2021
Q1
$12K Buy
2020
Q4
$11K Buy
2020
Q3
Sell
2020
Q2
$11K Buy