MLA
My Legacy Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,205
| Closed | -$236K | – | 218 |
|
|
2023
Q2 | $236K | Sell |
5,205
-6,980
| -57% | -$316K | 0.09% | 196 |
|
|
2023
Q1 | $503K | Sell |
12,185
-1,934
| -14% | -$79.8K | 0.22% | 146 |
|
|
2022
Q4 | $650K | Sell |
14,119
-6,347
| -31% | -$292K | 0.28% | 136 |
|
|
2022
Q3 | $783K | Sell |
20,466
-8,385
| -29% | -$321K | 0.4% | 81 |
|
|
2022
Q2 | $1.14M | Sell |
28,851
-15,350
| -35% | -$607K | 0.57% | 44 |
|
|
2022
Q1 | $2.09M | Buy |
+44,201
| New | +$2.09M | 0.97% | 19 |
|