Patriot Financial Group Insurance Agency’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-262
| Closed | -$7K | – | 1663 |
|
|
2022
Q2 | $7K | Buy |
262
+39
| +17% | +$1.04K | ﹤0.01% | 1385 |
|
|
2022
Q1 | $6K | Buy |
+223
| New | +$6K | ﹤0.01% | 1561 |
|
|
2020
Q2 | – | Sell |
-327
| Closed | -$7K | – | 1826 |
|
|
2020
Q1 | $7K | Hold |
327
| – | – | ﹤0.01% | 985 |
|
|
2019
Q4 | $9K | Hold |
327
| – | – | ﹤0.01% | 869 |
|
|
2019
Q3 | $8K | Hold |
327
| – | – | ﹤0.01% | 851 |
|
|
2019
Q2 | $9K | Hold |
327
| – | – | ﹤0.01% | 838 |
|
|
2019
Q1 | $9K | Hold |
327
| – | – | ﹤0.01% | 735 |
|
|
2018
Q4 | $8K | Hold |
327
| – | – | 0.01% | 662 |
|
|
2018
Q3 | $8K | Buy |
+327
| New | +$8K | ﹤0.01% | 670 |
|
|
2018
Q2 | – | Sell |
-328
| Closed | -$9K | – | 869 |
|
|
2018
Q1 | $9K | Hold |
328
| – | – | 0.01% | 618 |
|
|
2017
Q4 | $10K | Buy |
328
+8
| +3% | +$244 | 0.01% | 593 |
|
|
2017
Q3 | $9K | Hold |
320
| – | – | 0.01% | 578 |
|
|
2017
Q2 | $8K | Buy |
+320
| New | +$8K | 0.01% | 585 |
|