Level Financial Advisors’s Schwab International Equity ETF SCHF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-1,140
| Closed | -$21.1K | – | 223 |
|
2023
Q4 | $21.1K | Buy |
1,140
+708
| +164% | +$13.1K | 0.01% | 155 |
|
2023
Q3 | $7.34K | Sell |
432
-2
| -0.5% | -$34 | ﹤0.01% | 202 |
|
2023
Q2 | $7.75K | Sell |
434
-440
| -50% | -$7.86K | ﹤0.01% | 202 |
|
2023
Q1 | $15.2K | Hold |
874
| – | – | 0.01% | 152 |
|
2022
Q4 | $14K | Sell |
874
-972
| -53% | -$15.6K | 0.01% | 146 |
|
2022
Q3 | $26K | Sell |
1,846
-1,728
| -48% | -$24.3K | 0.02% | 124 |
|
2022
Q2 | $56K | Sell |
3,574
-318
| -8% | -$4.98K | 0.04% | 95 |
|
2022
Q1 | $71K | Sell |
3,892
-1,676
| -30% | -$30.6K | 0.05% | 72 |
|
2021
Q4 | $108K | Buy |
+5,568
| New | +$108K | 0.08% | 59 |
|