Resurgent Financial Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,200
| Closed | -$27.6K | – | 420 |
|
|
2023
Q4 | $27.6K | Sell |
1,200
-1,720
| -59% | -$39.6K | 0.02% | 434 |
|
|
2023
Q3 | $60.3K | Hold |
2,920
| – | – | 0.04% | 295 |
|
|
2023
Q2 | $62.5K | Hold |
2,920
| – | – | 0.04% | 299 |
|
|
2023
Q1 | $57.7K | Hold |
2,920
| – | – | 0.04% | 309 |
|
|
2022
Q4 | $53.9K | Buy |
+2,920
| New | +$53.9K | 0.03% | 408 |
|