Morgan Dempsey Capital Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $20K | Hold |
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|
2020
Q1 | $18K | Hold |
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|
2019
Q4 | $24K | Hold |
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|
2019
Q3 | $23K | Hold |
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|
2019
Q2 | $22K | Hold |
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|
2019
Q1 | $22K | Sell |
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|
2018
Q4 | $96K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $9K | Hold |
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|
2018
Q1 | $9.14K | Sell |
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|
2017
Q4 | $115K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $65K | Buy |
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