Lehman & Derafelo Financial Resources’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-44
| Closed | -$1K | – | 229 |
|
|
2021
Q1 | $1K | Hold |
44
| – | – | ﹤0.01% | 225 |
|
|
2020
Q4 | $1K | Hold |
44
| – | – | ﹤0.01% | 224 |
|
|
2020
Q3 | $1K | Hold |
44
| – | – | ﹤0.01% | 228 |
|
|
2020
Q2 | $1K | Hold |
44
| – | – | ﹤0.01% | 218 |
|
|
2020
Q1 | $1K | Hold |
44
| – | – | ﹤0.01% | 194 |
|
|
2019
Q4 | $1K | Hold |
44
| – | – | ﹤0.01% | 199 |
|
|
2019
Q3 | $1K | Hold |
44
| – | – | ﹤0.01% | 191 |
|
|
2019
Q2 | $1K | Sell |
44
-8
| -15% | -$182 | ﹤0.01% | 182 |
|
|
2019
Q1 | $1K | Hold |
52
| – | – | ﹤0.01% | 186 |
|
|
2018
Q4 | $1K | Buy |
+52
| New | +$1K | ﹤0.01% | 175 |
|