People's United Financial’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-12,678
| Closed | -$225K | – | 749 |
|
|
2017
Q4 | $225K | Buy |
+12,678
| New | +$225K | 0.01% | 685 |
|
|
2017
Q3 | – | Sell |
-11,478
| Closed | -$184K | – | 845 |
|
|
2017
Q2 | $184K | Buy |
11,478
+1,404
| +14% | +$22.5K | 0.01% | 620 |
|
|
2017
Q1 | $159K | Buy |
10,074
+468
| +5% | +$7.39K | 0.01% | 611 |
|
|
2016
Q4 | $145K | Buy |
9,606
+1,950
| +25% | +$29.4K | 0.01% | 590 |
|
|
2016
Q3 | $111K | Buy |
7,656
+600
| +9% | +$8.7K | 0.01% | 469 |
|
|
2016
Q2 | $99K | Buy |
+7,056
| New | +$99K | 0.01% | 476 |
|