Resurgent Financial Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,790
| Closed | -$42.3K | – | 418 |
|
|
2023
Q4 | $42.3K | Sell |
1,790
-1,098
| -38% | -$25.9K | 0.03% | 365 |
|
|
2023
Q3 | $59.8K | Sell |
2,888
-100
| -3% | -$2.07K | 0.04% | 298 |
|
|
2023
Q2 | $65.4K | Buy |
2,988
+2
| +0.1% | +$44 | 0.04% | 288 |
|
|
2023
Q1 | $62.6K | Hold |
2,986
| – | – | 0.04% | 296 |
|
|
2022
Q4 | $60.5K | Buy |
+2,986
| New | +$60.5K | 0.03% | 390 |
|