PWAG
Polaris Wealth Advisory Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-600
| Closed | -$35K | – | 391 |
|
|
2018
Q3 | $35K | Buy |
600
+244
| +69% | +$14.2K | ﹤0.01% | 277 |
|
|
2018
Q2 | $19K | Sell |
356
-149
| -30% | -$7.95K | ﹤0.01% | 177 |
|
|
2018
Q1 | $27K | Buy |
+505
| New | +$27K | ﹤0.01% | 274 |
|
|
2017
Q4 | – | Sell |
-4,483
| Closed | -$225K | – | 161 |
|
|
2017
Q3 | $225K | Sell |
4,483
-1,054
| -19% | -$52.9K | 0.02% | 138 |
|
|
2017
Q2 | $267K | Buy |
+5,537
| New | +$267K | 0.03% | 112 |
|