LWANC
Laurel Wealth Advisors (North Carolina)’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,848
| Closed | -$145K | – | 726 |
|
|
2021
Q2 | $145K | Hold |
1,848
| – | – | 0.03% | 188 |
|
|
2021
Q1 | $138K | Hold |
1,848
| – | – | 0.03% | 181 |
|
|
2020
Q4 | $126K | Buy |
1,848
+15
| +0.8% | +$1.02K | 0.03% | 180 |
|
|
2020
Q3 | $102K | Sell |
1,833
-85
| -4% | -$4.73K | 0.03% | 180 |
|
|
2020
Q2 | $101K | Buy |
1,918
+360
| +23% | +$19K | 0.03% | 175 |
|
|
2020
Q1 | $66K | Sell |
1,558
-515
| -25% | -$21.8K | 0.02% | 195 |
|
|
2019
Q4 | $125K | Hold |
2,073
| – | – | 0.04% | 169 |
|
|
2019
Q3 | $117K | Buy |
2,073
+375
| +22% | +$21.2K | 0.04% | 168 |
|
|
2019
Q2 | $97K | Buy |
1,698
+300
| +21% | +$17.1K | 0.03% | 180 |
|
|
2019
Q1 | $77K | Sell |
1,398
-135
| -9% | -$7.44K | 0.03% | 199 |
|
|
2018
Q4 | $73K | Buy |
+1,533
| New | +$73K | 0.03% | 188 |
|