Shine Investment Advisory Services’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $639K | Sell |
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2020
Q2 | $677K | Sell |
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|
2020
Q1 | $780K | Sell |
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|
2019
Q4 | $1.15M | Sell |
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|
2019
Q3 | $1.11M | Sell |
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|
2019
Q2 | $1.28M | Buy |
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|
2019
Q1 | $1.23M | Buy |
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|
2018
Q4 | $986K | Sell |
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|
2018
Q3 | $1.17M | Sell |
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|
2018
Q2 | $1.13M | Buy |
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|
2018
Q1 | $1.07M | Buy |
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|
2017
Q4 | $1.02M | Buy |
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|
2017
Q3 | $945K | Sell |
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|
2017
Q2 | $983K | Buy |
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|
2017
Q1 | $728K | Buy |
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|
2016
Q4 | $632K | Buy |
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