Piershale Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-348
| Closed | -$3K | – | 180 |
|
|
2014
Q2 | $3K | Sell |
348
-18
| -5% | -$155 | ﹤0.01% | 126 |
|
|
2014
Q1 | $3K | Hold |
366
| – | – | ﹤0.01% | 107 |
|
|
2013
Q4 | $3K | Buy |
366
+6
| +2% | +$49 | ﹤0.01% | 89 |
|
|
2013
Q3 | $2K | Hold |
360
| – | – | ﹤0.01% | 93 |
|
|
2013
Q2 | $2K | Buy |
+360
| New | +$2K | ﹤0.01% | 81 |
|