Proficio Capital Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-6,000
| Closed | -$63K | – | 1333 |
|
|
2018
Q1 | $63K | Hold |
6,000
| – | – | 0.02% | 281 |
|
|
2017
Q4 | $64K | Hold |
6,000
| – | – | 0.02% | 293 |
|
|
2017
Q3 | $60K | Hold |
6,000
| – | – | 0.02% | 342 |
|
|
2017
Q2 | $59K | Hold |
6,000
| – | – | 0.02% | 347 |
|
|
2017
Q1 | $57K | Hold |
6,000
| – | – | 0.02% | 354 |
|
|
2016
Q4 | $53K | Hold |
6,000
| – | – | 0.02% | 251 |
|
|
2016
Q3 | $52K | Hold |
6,000
| – | – | 0.03% | 264 |
|
|
2016
Q2 | $52K | Hold |
6,000
| – | – | 0.03% | 264 |
|
|
2016
Q1 | $49K | Buy |
+6,000
| New | +$49K | 0.04% | 218 |
|