New England Capital Financial Advisors’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
2024
Q1
Sell
-1,026
Closed -$19K 414
2023
Q4
$19K Buy
+1,026
New +$19K 0.01% 179