Lehman & Derafelo Financial Resources’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $15K | Hold |
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|
2022
Q2 | $16K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $19K | Hold |
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|
2021
Q2 | $19K | Sell |
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|
2021
Q1 | $31K | Hold |
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|
2020
Q4 | $28K | Hold |
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|
2020
Q3 | $23K | Sell |
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|
2020
Q2 | $31K | Hold |
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|
2020
Q1 | $25K | Sell |
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|
2019
Q4 | $37K | Hold |
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|
2019
Q3 | $35K | Sell |
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|
2019
Q2 | $41K | Sell |
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|
2019
Q1 | $39K | Hold |
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|
2018
Q4 | $34K | Buy |
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