RiverTree 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-40,238
| Closed | -$20.1K | – | 47 |
|
|
2022
Q4 | $20.1K | Sell |
40,238
-2
| -0% | -$1 | 0.02% | 33 |
|
|
2022
Q3 | $20K | Buy |
40,240
+276
| +0.7% | +$137 | 0.02% | 30 |
|
|
2022
Q2 | $20K | Hold |
39,964
| – | – | 0.02% | 33 |
|
|
2022
Q1 | $20K | Sell |
39,964
-39,332
| -50% | -$19.7K | 0.01% | 31 |
|
|
2021
Q4 | $20K | Buy |
+79,296
| New | +$20K | 0.01% | 39 |
|