SFPM
Sensible Financial Planning & Management’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-95
| Closed | -$4K | – | 86 |
|
|
2015
Q3 | $4K | Hold |
95
| – | – | ﹤0.01% | 68 |
|
|
2015
Q2 | $5K | Buy |
+95
| New | +$5K | ﹤0.01% | 64 |
|
|
2015
Q1 | – | Sell |
-6,435
| Closed | -$321K | – | 55 |
|
|
2014
Q4 | $321K | Sell |
6,435
-3,109
| -33% | -$155K | 0.33% | 27 |
|
|
2014
Q3 | $454K | Buy |
+9,544
| New | +$454K | 0.4% | 21 |
|