Mascoma Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,335
| Closed | -$33K | – | 492 |
|
|
2024
Q2 | $33K | Hold |
1,335
| – | – | 0.01% | 228 |
|
|
2024
Q1 | $33.8K | Hold |
1,335
| – | – | 0.01% | 218 |
|
|
2023
Q4 | $31.2K | Hold |
1,335
| – | – | 0.01% | 230 |
|
|
2023
Q3 | $28.7K | Hold |
1,335
| – | – | 0.01% | 238 |
|
|
2023
Q2 | $30.5K | Hold |
1,335
| – | – | 0.01% | 228 |
|
|
2023
Q1 | $29.5K | Hold |
1,335
| – | – | 0.01% | 293 |
|
|
2022
Q4 | $29.4K | Buy |
+1,335
| New | +$29.4K | 0.01% | 293 |
|