Newport Wealth Strategies’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $5.98M | Buy |
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|
2021
Q2 | $6M | Buy |
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|
2021
Q1 | $5.69M | Buy |
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|
2020
Q4 | $2.94M | Hold |
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|
2020
Q3 | $2.97M | Buy |
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|
2020
Q2 | $2.52M | Sell |
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|
2020
Q1 | $2.86M | Sell |
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|
2019
Q4 | $4.27M | Buy |
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|
2019
Q3 | $3.83M | Buy |
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|
2019
Q2 | $3.85M | Buy |
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|
2019
Q1 | $3.74M | Buy |
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|
2018
Q4 | $3.16M | Sell |
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|
2018
Q3 | $3.58M | Sell |
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|
2018
Q2 | $4.33M | Sell |
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|
2018
Q1 | $7.56M | Sell |
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|
2017
Q4 | $8.56M | Buy |
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