MAWCM
Mine & Arao Wealth Creation & Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-841
| Closed | -$54.8K | – | 338 |
|
|
2023
Q1 | $54.8K | Hold |
841
| – | – | 0.04% | 137 |
|
|
2022
Q4 | $46.7K | Hold |
841
| – | – | 0.03% | 142 |
|
|
2022
Q3 | $47K | Hold |
841
| – | – | 0.03% | 136 |
|
|
2022
Q2 | $49K | Buy |
841
+1
| +0.1% | +$58 | 0.03% | 138 |
|
|
2022
Q1 | $63K | Buy |
840
+420
| +100% | +$31.5K | 0.04% | 133 |
|
|
2021
Q4 | $69K | Hold |
420
| – | – | 0.04% | 132 |
|
|
2021
Q3 | $62K | Hold |
420
| – | – | 0.04% | 133 |
|
|
2021
Q2 | $61K | Hold |
420
| – | – | 0.04% | 133 |
|
|
2021
Q1 | $55K | Hold |
420
| – | – | 0.04% | 134 |
|
|
2020
Q4 | $54K | Hold |
420
| – | – | 0.04% | 126 |
|
|
2020
Q3 | $48K | Hold |
420
| – | – | 0.04% | 123 |
|
|
2020
Q2 | $43K | Hold |
420
| – | – | 0.04% | 122 |
|
|
2020
Q1 | $33K | Buy |
+420
| New | +$33K | 0.04% | 126 |
|