Prosperity Wealth Management’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
2023 Q4	–	Sell	-15,120	Closed	-$325K	–	169
2023 Q3	$325K	Sell	15,120 -507	-3%	-$10.9K	0.21%	88
2023 Q2	$349K	Sell	15,627 -19,311	-55%	-$432K	0.23%	71
2023 Q1	$764K	Sell	34,938 -4,608	-12%	-$101K	0.6%	34
2022 Q4	$870K	Buy	+39,546	New	+$870K	0.82%	29