McClarren Financial Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,166
| Closed | -$27K | – | 413 |
|
|
2023
Q4 | $27K | Buy |
1,166
+6
| +0.5% | +$139 | 0.02% | 205 |
|
|
2023
Q3 | $23K | Buy |
1,160
+4
| +0.3% | +$79 | 0.02% | 204 |
|
|
2023
Q2 | $24K | Buy |
1,156
+1,150
| +19,167% | +$23.9K | 0.02% | 204 |
|
|
2023
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 446 |
|
|
2022
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 453 |
|
|
2022
Q3 | $0 | Buy |
+6
| New | – | ﹤0.01% | 330 |
|
|
2022
Q2 | – | Sell |
-6
| Closed | – | – | 220 |
|
|
2022
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 304 |
|
|
2021
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 325 |
|