MFA
Morling Financial Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4
| Closed | -$292 | – | 123 |
|
|
2024
Q3 | $292 | Hold |
4
| – | – | ﹤0.01% | 96 |
|
|
2024
Q2 | $266 | Sell |
4
-405
| -99% | -$26.9K | ﹤0.01% | 86 |
|
|
2024
Q1 | $31K | Hold |
409
| – | – | 0.02% | 87 |
|
|
2023
Q4 | $28.6K | Hold |
409
| – | – | 0.02% | 69 |
|
|
2023
Q3 | $26.3K | Hold |
409
| – | – | 0.03% | 64 |
|
|
2023
Q2 | $27.4K | Hold |
409
| – | – | 0.03% | 66 |
|
|
2023
Q1 | $26.8K | Buy |
409
+1
| +0.2% | +$66 | 0.03% | 74 |
|
|
2022
Q4 | $27K | Hold |
408
| – | – | 0.03% | 68 |
|
|
2022
Q3 | $24K | Hold |
408
| – | – | 0.03% | 62 |
|
|
2022
Q2 | $25K | Hold |
408
| – | – | 0.03% | 65 |
|
|
2022
Q1 | $29K | Hold |
408
| – | – | 0.04% | 74 |
|
|
2021
Q4 | $30K | Buy |
+408
| New | +$30K | 0.03% | 70 |
|