Kings Point Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $21K | Sell |
1,182
-2,910
| -71% | -$51.7K | ﹤0.01% | 467 |
|
|
2021
Q4 | $78K | Buy |
4,092
+3,288
| +409% | +$62.7K | 0.01% | 318 |
|
|
2021
Q3 | $14K | Buy |
804
+48
| +6% | +$836 | ﹤0.01% | 522 |
|
|
2021
Q2 | $13K | Hold |
756
| – | – | ﹤0.01% | 504 |
|
|
2021
Q1 | $12K | Buy |
756
+24
| +3% | +$381 | ﹤0.01% | 502 |
|
|
2020
Q4 | $11K | Buy |
+732
| New | +$11K | ﹤0.01% | 490 |
|
|
2020
Q3 | – | Sell |
-870
| Closed | -$11K | – | 490 |
|
|
2020
Q2 | $11K | Buy |
+870
| New | +$11K | ﹤0.01% | 431 |
|