Lehman & Derafelo Financial Resources’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-120
| Closed | -$2K | – | 231 |
|
|
2021
Q1 | $2K | Hold |
120
| – | – | ﹤0.01% | 220 |
|
|
2020
Q4 | $2K | Hold |
120
| – | – | ﹤0.01% | 220 |
|
|
2020
Q3 | $2K | Hold |
120
| – | – | ﹤0.01% | 226 |
|
|
2020
Q2 | $2K | Hold |
120
| – | – | ﹤0.01% | 214 |
|
|
2020
Q1 | $1K | Hold |
120
| – | – | ﹤0.01% | 195 |
|
|
2019
Q4 | $1K | Hold |
120
| – | – | ﹤0.01% | 200 |
|
|
2019
Q3 | $1K | Hold |
120
| – | – | ﹤0.01% | 192 |
|
|
2019
Q2 | $1K | Hold |
120
| – | – | ﹤0.01% | 183 |
|
|
2019
Q1 | $1K | Hold |
120
| – | – | ﹤0.01% | 187 |
|
|
2018
Q4 | $1K | Buy |
+120
| New | +$1K | ﹤0.01% | 176 |
|