OptiFour Integrated Wealth Management’s Schwab International Equity ETF SCHF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $4.31M | Sell |
256,410
-11,320
| -4% | -$190K | 2.96% | 12 |
|
2019
Q3 | $4.27M | Sell |
267,730
-126
| -0% | -$2.01K | 3.03% | 12 |
|
2019
Q2 | $4.3M | Sell |
267,856
-4,550
| -2% | -$73K | 3% | 12 |
|
2019
Q1 | $4.27M | Sell |
272,406
-1,216
| -0.4% | -$19K | 3.48% | 12 |
|
2018
Q4 | $3.88M | Buy |
273,622
+7,222
| +3% | +$102K | 3.54% | 12 |
|
2018
Q3 | $4.47M | Buy |
266,400
+40
| +0% | +$671 | 3.68% | 9 |
|
2018
Q2 | $4.4M | Sell |
266,360
-5,024
| -2% | -$83K | 3.8% | 9 |
|
2018
Q1 | $4.57M | Sell |
271,384
-1,440
| -0.5% | -$24.3K | 3.82% | 9 |
|
2017
Q4 | $4.65M | Buy |
+272,824
| New | +$4.65M | 3.89% | 7 |
|