MWAM
Manhattan West Asset Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,456
| Closed | -$202K | – | 115 |
|
|
2022
Q3 | $202K | Sell |
3,456
-193
| -5% | -$11.3K | 0.13% | 93 |
|
|
2022
Q2 | $228K | Sell |
3,649
-1,700
| -32% | -$106K | 0.14% | 93 |
|
|
2022
Q1 | $382K | Sell |
5,349
-2,185
| -29% | -$156K | 0.21% | 82 |
|
|
2021
Q4 | $552K | Buy |
+7,534
| New | +$552K | 0.33% | 62 |
|