New England Capital Financial Advisors’s Schwab International Equity ETF SCHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,730
| Closed | -$87.4K | – | 415 |
|
|
2023
Q4 | $87.4K | Buy |
4,730
+330
| +8% | +$6.1K | 0.05% | 82 |
|
|
2023
Q3 | $74.7K | Hold |
4,400
| – | – | 0.05% | 85 |
|
|
2023
Q2 | $78.4K | Sell |
4,400
-2,800
| -39% | -$49.9K | 0.05% | 85 |
|
|
2023
Q1 | $125K | Hold |
7,200
| – | – | 0.09% | 63 |
|
|
2022
Q4 | $125K | Buy |
+7,200
| New | +$125K | 0.09% | 63 |
|