Meridian Wealth Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,312
| Closed | -$54K | – | 1031 |
|
|
2021
Q1 | $54K | Hold |
3,312
| – | – | 0.02% | 151 |
|
|
2020
Q4 | $53K | Buy |
3,312
+200
| +6% | +$3.2K | 0.02% | 137 |
|
|
2020
Q3 | $45K | Sell |
3,112
-1,488
| -32% | -$21.5K | 0.02% | 134 |
|
|
2020
Q2 | $58K | Sell |
4,600
-272
| -6% | -$3.43K | 0.03% | 119 |
|
|
2020
Q1 | $49K | Buy |
4,872
+1,000
| +26% | +$10.1K | 0.03% | 122 |
|
|
2019
Q4 | $45K | Buy |
+3,872
| New | +$45K | 0.03% | 136 |
|