Mosaic Family Wealth’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,950
| Closed | -$22K | – | 526 |
|
|
2019
Q1 | $22K | Hold |
1,950
| – | – | 0.01% | 425 |
|
|
2018
Q4 | $19K | Sell |
1,950
-48
| -2% | -$468 | 0.01% | 428 |
|
|
2018
Q3 | $22K | Sell |
1,998
-1,956
| -49% | -$21.5K | 0.01% | 428 |
|
|
2018
Q2 | $43K | Hold |
3,954
| – | – | 0.02% | 333 |
|
|
2018
Q1 | $42K | Buy |
3,954
+2,124
| +116% | +$22.6K | 0.02% | 332 |
|
|
2017
Q4 | $20K | Buy |
+1,830
| New | +$20K | 0.01% | 451 |
|