MCIA
Mountain Capital Investment Advisors’s Schwab International Equity ETF SCHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-20,591
| Closed | -$804K | – | 114 |
|
|
2021
Q4 | $804K | Sell |
20,591
-283,645
| -93% | -$11.1M | 0.36% | 89 |
|
|
2021
Q3 | $11.8M | Sell |
304,236
-237,717
| -44% | -$9.21M | 6.24% | 1 |
|
|
2021
Q2 | $21.1M | Buy |
541,953
+490,546
| +954% | +$19.1M | 9.75% | 1 |
|
|
2021
Q1 | $1.99M | Buy |
51,407
+34,884
| +211% | +$1.35M | 1% | 23 |
|
|
2020
Q4 | $612K | Buy |
+16,523
| New | +$612K | 0.37% | 92 |
|
|
2019
Q4 | – | Sell |
-330,839
| Closed | -$10.5M | – | 51 |
|
|
2019
Q3 | $10.5M | Sell |
330,839
-111,684
| -25% | -$3.56M | 9.32% | 3 |
|
|
2019
Q2 | $13.6M | Buy |
442,523
+33,132
| +8% | +$1.02M | 12.77% | 2 |
|
|
2019
Q1 | $12.8M | Buy |
409,391
+66,595
| +19% | +$2.09M | 13.79% | 2 |
|
|
2018
Q4 | $9.72M | Buy |
342,796
+5,181
| +2% | +$147K | 13.51% | 2 |
|
|
2018
Q3 | $11.3M | Sell |
337,615
-336,449
| -50% | -$11.3M | 10.95% | 2 |
|
|
2018
Q2 | $22.3M | Buy |
674,064
+13,486
| +2% | +$446K | 21.75% | 2 |
|
|
2018
Q1 | $22.3M | Buy |
660,578
+21,603
| +3% | +$728K | 24.16% | 1 |
|
|
2017
Q4 | $21.8M | Buy |
638,975
+75,097
| +13% | +$2.56M | 21% | 2 |
|
|
2017
Q3 | $18.9M | Buy |
563,878
+6,645
| +1% | +$222K | 16.76% | 2 |
|
|
2017
Q2 | $17.7M | Buy |
+557,233
| New | +$17.7M | 17.34% | 2 |
|