Newbridge Financial Services Group’s Schwab 1000 Index ETF SCHK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-412
Closed -$7.61K 1467
2022
Q4
$7.61K Hold
412
﹤0.01% 975
2022
Q3
$7K Hold
412
﹤0.01% 977
2022
Q2
$8K Hold
412
0.01% 926
2022
Q1
$9K Hold
412
﹤0.01% 973
2021
Q4
$10K Hold
412
﹤0.01% 917
2021
Q3
$9K Hold
412
0.01% 913
2021
Q2
$9K Hold
412
0.01% 1015
2021
Q1
$8K Hold
412
0.01% 960
2020
Q4
$8K Buy
+412
New +$8K 0.01% 774