SW
SkyOak Wealth’s American Century Focused Large Cap Value ETF FLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.93M | Hold |
42,018
| – | – | 0.59% | 45 |
|
|
2025
Q1 | $2.94M | Buy |
42,018
+729
| +2% | +$51K | 0.64% | 44 |
|
|
2024
Q4 | $2.76M | Sell |
41,289
-244
| -0.6% | -$16.3K | 0.59% | 46 |
|
|
2024
Q3 | $2.91M | Hold |
41,533
| – | – | 0.64% | 42 |
|
|
2024
Q2 | $2.6M | Buy |
41,533
+1,982
| +5% | +$124K | 0.61% | 44 |
|
|
2024
Q1 | $2.57M | Buy |
39,551
+20,082
| +103% | +$1.3M | 0.61% | 42 |
|
|
2023
Q4 | $1.19M | Buy |
+19,469
| New | +$1.19M | 0.31% | 68 |
|