Placemark Investments’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
Q4 | – | Sell |
-10,548
| Closed | -$84K | – | 1685 |
|
|
2014
Q3 | $84K | Buy |
10,548
+5,688
| +117% | +$45.3K | ﹤0.01% | 1616 |
|
|
2014
Q2 | $39K | Sell |
4,860
-6,744
| -58% | -$54.1K | ﹤0.01% | 1616 |
|
|
2014
Q1 | $88K | Buy |
11,604
+168
| +1% | +$1.27K | ﹤0.01% | 1565 |
|
|
2013
Q4 | $86K | Buy |
11,436
+246
| +2% | +$1.85K | ﹤0.01% | 1591 |
|
|
2013
Q3 | $76K | Buy |
+11,190
| New | +$76K | ﹤0.01% | 1547 |
|