South Shore Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $209K | Buy |
11,048
+2
| +0% | +$38 | 0.49% | 66 |
|
|
2022
Q2 | $215K | Buy |
11,046
+2
| +0% | +$39 | 0.45% | 78 |
|
|
2022
Q1 | $262K | Hold |
11,044
| – | – | 0.43% | 75 |
|
|
2021
Q4 | $283K | Buy |
11,044
+344
| +3% | +$8.82K | 0.46% | 71 |
|
|
2021
Q3 | $268K | Buy |
10,700
+308
| +3% | +$7.71K | 0.49% | 76 |
|
|
2021
Q2 | $271K | Hold |
10,392
| – | – | 0.48% | 78 |
|
|
2021
Q1 | $259K | Buy |
+10,392
| New | +$259K | 0.26% | 104 |
|