O'Dell Group’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-318
| Closed | -$4K | – | 337 |
|
|
2022
Q3 | $4K | Sell |
318
-219
| -41% | -$2.76K | ﹤0.01% | 350 |
|
|
2022
Q2 | $8K | Hold |
537
| – | – | ﹤0.01% | 297 |
|
|
2022
Q1 | $10K | Sell |
537
-45
| -8% | -$838 | ﹤0.01% | 313 |
|
|
2021
Q4 | $11K | Hold |
582
| – | – | ﹤0.01% | 295 |
|
|
2021
Q3 | $10K | Buy |
+582
| New | +$10K | ﹤0.01% | 296 |
|