O'Dell Group’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-21
| Closed | -$470 | – | 402 |
|
|
2023
Q2 | $470 | Buy |
+21
| New | +$470 | ﹤0.01% | 477 |
|
|
2022
Q4 | – | Sell |
-21
| Closed | – | – | 336 |
|
|
2022
Q3 | $0 | Sell |
21
-258
| -92% | – | ﹤0.01% | 485 |
|
|
2022
Q2 | $6K | Buy |
279
+252
| +933% | +$5.42K | ﹤0.01% | 327 |
|
|
2022
Q1 | $1K | Hold |
27
| – | – | ﹤0.01% | 493 |
|
|
2021
Q4 | $1K | Buy |
27
+21
| +350% | +$778 | ﹤0.01% | 496 |
|
|
2021
Q3 | $0 | Buy |
+6
| New | – | ﹤0.01% | 503 |
|