PL
Polianta Ltd’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-131,500
| Closed | -$8.62M | – | 100 |
|
|
2023
Q1 | $8.62M | Buy |
131,500
+62,000
| +89% | +$4.07M | 3.95% | 12 |
|
|
2022
Q4 | $4.59M | Sell |
69,500
-3,500
| -5% | -$231K | 3.42% | 10 |
|
|
2022
Q3 | $4.27M | Buy |
+73,000
| New | +$4.27M | 3.5% | 12 |
|