MAWCM
Mine & Arao Wealth Creation & Management’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,084
| Closed | -$51.9K | – | 337 |
|
|
2023
Q1 | $51.9K | Hold |
1,084
| – | – | 0.03% | 141 |
|
|
2022
Q4 | $48.6K | Hold |
1,084
| – | – | 0.04% | 138 |
|
|
2022
Q3 | $46K | Hold |
1,084
| – | – | 0.03% | 138 |
|
|
2022
Q2 | $48K | Buy |
1,084
+4
| +0.4% | +$177 | 0.03% | 140 |
|
|
2022
Q1 | $58K | Buy |
1,080
+540
| +100% | +$29K | 0.03% | 137 |
|
|
2021
Q4 | $61K | Hold |
540
| – | – | 0.03% | 137 |
|
|
2021
Q3 | $56K | Hold |
540
| – | – | 0.03% | 139 |
|
|
2021
Q2 | $56K | Hold |
540
| – | – | 0.03% | 142 |
|
|
2021
Q1 | $52K | Hold |
540
| – | – | 0.03% | 138 |
|
|
2020
Q4 | $49K | Hold |
540
| – | – | 0.04% | 130 |
|
|
2020
Q3 | $43K | Hold |
540
| – | – | 0.04% | 124 |
|
|
2020
Q2 | $40K | Hold |
540
| – | – | 0.04% | 126 |
|
|
2020
Q1 | $33K | Buy |
+540
| New | +$33K | 0.04% | 125 |
|