MWM
Minot Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-31,000
| Closed | -$2.35M | – | 209 |
|
|
2022
Q1 | $2.35M | Sell |
31,000
-6,000
| -16% | -$455K | 0.51% | 50 |
|
|
2021
Q4 | $2.98M | Buy |
37,000
+6,000
| +19% | +$483K | 0.57% | 51 |
|
|
2021
Q3 | $2.38M | Hold |
31,000
| – | – | 0.51% | 55 |
|
|
2021
Q2 | $2.4M | Buy |
31,000
+4,000
| +15% | +$310K | 0.53% | 54 |
|
|
2021
Q1 | $2.01M | Buy |
+27,000
| New | +$2.01M | 0.51% | 60 |
|