PSIWM
Paradigm Strategies in Wealth Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-10,530
| Closed | -$200K | – | 49 |
|
|
2021
Q4 | $200K | Buy |
+10,530
| New | +$200K | 0.2% | 47 |
|
|
2021
Q3 | – | Sell |
-10,464
| Closed | -$181K | – | 202 |
|
|
2021
Q2 | $181K | Buy |
10,464
+24
| +0.2% | +$415 | 0.16% | 47 |
|
|
2021
Q1 | $167K | Buy |
+10,440
| New | +$167K | 0.16% | 48 |
|