RE Dickinson Investment Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.6M | Buy |
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|
2024
Q3 | $179K | Buy |
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|
2024
Q2 | $104K | Buy |
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|
2024
Q1 | $100K | Buy |
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|
2023
Q4 | $88K | Buy |
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|
2023
Q3 | $78K | Buy |
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|
2023
Q2 | $81K | Buy |
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|
2023
Q1 | $74K | Buy |
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|
2022
Q4 | $69K | Hold |
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|
2022
Q3 | $65K | Sell |
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|
2022
Q2 | $115 | Sell |
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|
2022
Q1 | $148K | Sell |
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|
2021
Q4 | $230K | Buy |
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