PFWA
Paces Ferry Wealth Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-7,347
| Closed | -$313K | – | 124 |
|
|
2021
Q2 | $313K | Buy |
7,347
+21
| +0.3% | +$895 | 0.24% | 86 |
|
|
2021
Q1 | $289K | Buy |
+7,326
| New | +$289K | 0.25% | 86 |
|
|
2020
Q4 | – | Sell |
-4,179
| Closed | -$138K | – | 926 |
|
|
2020
Q3 | $138K | Buy |
+4,179
| New | +$138K | 0.12% | 128 |
|