Peloton Wealth Strategists’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-21,280
| Closed | -$473K | – | 89 |
|
|
2020
Q4 | $473K | Hold |
21,280
| – | – | 0.23% | 66 |
|
|
2020
Q3 | $363K | Sell |
21,280
-2,396
| -10% | -$40.9K | 0.2% | 67 |
|
|
2020
Q2 | $387K | Sell |
23,676
-512
| -2% | -$8.37K | 0.24% | 63 |
|
|
2020
Q1 | $312K | Buy |
24,188
+9,724
| +67% | +$125K | 0.25% | 66 |
|
|
2019
Q4 | $274K | Hold |
14,464
| – | – | 0.17% | 66 |
|
|
2019
Q3 | $252K | Buy |
14,464
+584
| +4% | +$10.2K | 0.16% | 66 |
|
|
2019
Q2 | $248K | Buy |
13,880
+1,364
| +11% | +$24.4K | 0.17% | 64 |
|
|
2019
Q1 | $219K | Buy |
+12,516
| New | +$219K | 0.15% | 61 |
|