Morgan Dempsey Capital Management’s Schwab 1000 Index ETF SCHK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-6,580
| Closed | -$82K | – | 166 |
|
|
2020
Q1 | $82K | Hold |
6,580
| – | – | 0.04% | 60 |
|
|
2019
Q4 | $104K | Hold |
6,580
| – | – | 0.04% | 89 |
|
|
2019
Q3 | $96K | Hold |
6,580
| – | – | 0.04% | 112 |
|
|
2019
Q2 | $95K | Hold |
6,580
| – | – | 0.04% | 115 |
|
|
2019
Q1 | $92K | Sell |
6,580
-15,860
| -71% | -$222K | 0.04% | 117 |
|
|
2018
Q4 | $275K | Buy |
+22,440
| New | +$275K | 0.12% | 103 |
|