Meridian Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,560
| Closed | -$34K | – | 1033 |
|
|
2021
Q1 | $34K | Hold |
1,560
| – | – | 0.01% | 197 |
|
|
2020
Q4 | $31K | Hold |
1,560
| – | – | 0.01% | 172 |
|
|
2020
Q3 | $27K | Hold |
1,560
| – | – | 0.01% | 176 |
|
|
2020
Q2 | $26K | Buy |
+1,560
| New | +$26K | 0.01% | 174 |
|
|
2020
Q1 | – | Sell |
-1,881
| Closed | -$38K | – | 209 |
|
|
2019
Q4 | $38K | Buy |
+1,881
| New | +$38K | 0.02% | 146 |
|