OptiFour Integrated Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.79M | Sell |
65,225
-2,025
| -3% | -$55.4K | 1.23% | 17 |
|
|
2019
Q3 | $1.69M | Sell |
67,250
-3
| -0% | -$75 | 1.2% | 18 |
|
|
2019
Q2 | $1.77M | Sell |
67,253
-948
| -1% | -$24.9K | 1.23% | 17 |
|
|
2019
Q1 | $1.77M | Sell |
68,201
-44
| -0.1% | -$1.14K | 1.45% | 15 |
|
|
2018
Q4 | $1.61M | Buy |
68,245
+5,322
| +8% | +$125K | 1.47% | 15 |
|
|
2018
Q3 | $1.62M | Buy |
62,923
+1,284
| +2% | +$33K | 1.33% | 15 |
|
|
2018
Q2 | $1.6M | Sell |
61,639
-461
| -0.7% | -$11.9K | 1.38% | 15 |
|
|
2018
Q1 | $1.78M | Sell |
62,100
-324
| -0.5% | -$9.3K | 1.49% | 16 |
|
|
2017
Q4 | $1.74M | Buy |
+62,424
| New | +$1.74M | 1.46% | 17 |
|