LWMM
Legacy Wealth Management (Mississippi)’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-9,000
| Closed | -$615K | – | 96 |
|
|
2020
Q3 | $615K | Hold |
9,000
| – | – | 0.42% | 61 |
|
|
2020
Q2 | $588K | Hold |
9,000
| – | – | 0.45% | 62 |
|
|
2020
Q1 | $464K | Sell |
9,000
-70
| -0.8% | -$3.61K | 0.43% | 65 |
|
|
2019
Q4 | $686K | Buy |
+9,070
| New | +$686K | 0.6% | 50 |
|