Roof Eidam Maycock Peralta (REMP)’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-17,522
| Closed | -$331K | – | 122 |
|
2022
Q3 | $331K | Buy |
+17,522
| New | +$331K | 0.12% | 85 |
|
2018
Q4 | – | Sell |
-27,440
| Closed | -$523K | – | 98 |
|
2018
Q3 | $523K | Hold |
27,440
| – | – | 0.24% | 65 |
|
2018
Q2 | $505K | Buy |
27,440
+200
| +0.7% | +$3.68K | 0.24% | 65 |
|
2018
Q1 | $471K | Buy |
+27,240
| New | +$471K | 0.23% | 68 |
|