Paradigm Financial Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $336K | Sell |
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2021
Q3 | $321K | Sell |
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|
2021
Q2 | $317K | Buy |
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|
2021
Q1 | $265K | Buy |
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|
2020
Q4 | $205K | Sell |
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|
2020
Q3 | $239K | Sell |
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|
2020
Q2 | $299K | Buy |
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|
2020
Q1 | $232K | Buy |
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|
2019
Q4 | $246K | Sell |
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|
2019
Q3 | $237K | Buy |
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|
2019
Q2 | $229K | Sell |
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|
2019
Q1 | $227K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $231K | Sell |
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|
2018
Q2 | $218K | Sell |
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|
2018
Q1 | $210K | Buy |
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|
2017
Q4 | $201K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $10K | Hold |
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|
2013
Q4 | $9K | Buy |
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