Morgan Dempsey Capital Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,652
| Closed | -$26K | – | 159 |
|
|
2017
Q2 | $26K | Buy |
+2,652
| New | +$26K | 0.01% | 146 |
|
|
2017
Q1 | – | Sell |
-2,652
| Closed | -$24K | – | 177 |
|
|
2016
Q4 | $24K | Buy |
+2,652
| New | +$24K | 0.01% | 147 |
|
|
2016
Q1 | – | Sell |
-1,290
| Closed | -$10K | – | 180 |
|
|
2015
Q4 | $10K | Buy |
+1,290
| New | +$10K | ﹤0.01% | 164 |
|