New England Guild Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $316K | Buy |
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|
2022
Q3 | $296K | Buy |
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|
2022
Q2 | $311K | Buy |
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|
2022
Q1 | $375K | Buy |
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|
2021
Q4 | $397K | Buy |
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|
2021
Q3 | $364K | Hold |
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|
2021
Q2 | $366K | Hold |
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|
2021
Q1 | $339K | Sell |
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|
2020
Q4 | $363K | Hold |
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|
2020
Q3 | $318K | Sell |
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|
2020
Q2 | $296K | Sell |
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|
2020
Q1 | $319K | Buy |
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|
2019
Q4 | $382K | Sell |
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|
2019
Q3 | $389K | Buy |
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|
2019
Q2 | $386K | Buy |
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|
2019
Q1 | $341K | Buy |
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|
2018
Q4 | $300K | Buy |
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|
2018
Q3 | $352K | Buy |
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|
2018
Q2 | $330K | Buy |
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|
2018
Q1 | $319K | Hold |
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|
2017
Q4 | $323K | Buy |
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