MAWCM
Mine & Arao Wealth Creation & Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-652
| Closed | -$42.8K | – | 339 |
|
|
2023
Q1 | $42.8K | Hold |
652
| – | – | 0.03% | 150 |
|
|
2022
Q4 | $43K | Hold |
652
| – | – | 0.03% | 144 |
|
|
2022
Q3 | $38K | Hold |
652
| – | – | 0.03% | 145 |
|
|
2022
Q2 | $41K | Buy |
652
+4
| +0.6% | +$252 | 0.03% | 146 |
|
|
2022
Q1 | $46K | Hold |
648
| – | – | 0.03% | 148 |
|
|
2021
Q4 | $47K | Hold |
648
| – | – | 0.03% | 150 |
|
|
2021
Q3 | $44K | Hold |
648
| – | – | 0.03% | 152 |
|
|
2021
Q2 | $44K | Hold |
648
| – | – | 0.03% | 151 |
|
|
2021
Q1 | $42K | Hold |
648
| – | – | 0.03% | 145 |
|
|
2020
Q4 | $39K | Hold |
648
| – | – | 0.03% | 141 |
|
|
2020
Q3 | $34K | Hold |
648
| – | – | 0.03% | 137 |
|
|
2020
Q2 | $32K | Hold |
648
| – | – | 0.03% | 133 |
|
|
2020
Q1 | $29K | Buy |
+648
| New | +$29K | 0.03% | 134 |
|