LWMM
Legacy Wealth Management (Mississippi)’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-14,000
| Closed | -$777K | – | 97 |
|
|
2020
Q3 | $777K | Hold |
14,000
| – | – | 0.54% | 49 |
|
|
2020
Q2 | $737K | Hold |
14,000
| – | – | 0.56% | 52 |
|
|
2020
Q1 | $590K | Sell |
14,000
-18,000
| -56% | -$759K | 0.55% | 52 |
|
|
2019
Q4 | $1.92M | Buy |
+32,000
| New | +$1.92M | 1.68% | 9 |
|