Partnervest Advisory Services’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-17,050
| Closed | -$220K | – | 241 |
|
2020
Q1 | $220K | Buy |
17,050
+2,610
| +18% | +$33.7K | 0.1% | 172 |
|
2019
Q4 | $243K | Sell |
14,440
-19,868
| -58% | -$334K | 0.09% | 181 |
|
2019
Q3 | $547K | Buy |
34,308
+19,868
| +138% | +$317K | 0.2% | 98 |
|
2019
Q2 | $232K | Hold |
14,440
| – | – | 0.09% | 185 |
|
2019
Q1 | $226K | Buy |
14,440
+230
| +2% | +$3.6K | 0.09% | 193 |
|
2018
Q4 | $201K | Buy |
+14,210
| New | +$201K | 0.1% | 186 |
|