Pine Valley Investments’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$681K Buy
26,104
+13,174
+102% +$343K 0.04% 280
2024
Q3
$346K Buy
12,930
+3,585
+38% +$96.1K 0.02% 369
2024
Q2
$232K Sell
9,345
-285
-3% -$7.07K 0.02% 413
2024
Q1
$244K Sell
9,630
-963
-9% -$24.4K 0.02% 401
2023
Q4
$248K Buy
+10,593
New +$248K 0.02% 391