Parisi Gray Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-3,120
Closed -$54K 465
2021
Q2
$54K Buy
+3,120
New +$54K 0.02% 292
2019
Q2
Sell
-6,054
Closed -$69K 381
2019
Q1
$69K Sell
6,054
-444
-7% -$5.06K 0.04% 175
2018
Q4
$64K Buy
+6,498
New +$64K 0.04% 172