Merriman Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-18,889
| Closed | -$391K | – | 182 |
|
2020
Q1 | $391K | Buy |
+18,889
| New | +$391K | 0.09% | 103 |
|
2019
Q3 | – | Sell |
-250,567
| Closed | -$66.7K | – | 191 |
|
2019
Q2 | $66.7K | Sell |
250,567
-11,802
| -4% | -$3.14K | 1.28% | 25 |
|
2019
Q1 | $6.82M | Buy |
+262,369
| New | +$6.82M | 1.29% | 25 |
|
2018
Q2 | – | Sell |
-260,518
| Closed | -$7.48M | – | 198 |
|
2018
Q1 | $7.48M | Buy |
+260,518
| New | +$7.48M | 1.97% | 8 |
|
2016
Q4 | – | Sell |
-282,460
| Closed | -$6.51M | – | 167 |
|
2016
Q3 | $6.51M | Buy |
+282,460
| New | +$6.51M | 1.34% | 19 |
|