MFA Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
2020
Q2
$119K Buy
2020
Q1
Sell
2019
Q4
$1.08M Sell
2019
Q3
$1.05M Sell
2019
Q2
$1.58M Sell
2019
Q1
$1.57M Sell
2018
Q4
$1.56M Sell
2018
Q3
$1.71M Buy
2018
Q2
$1.77M Sell
2018
Q1
$1.68M Sell
2017
Q4
$2.88M Buy