South Shore Capital Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $206K | Hold |
14,562
| – | – | 0.48% | 68 |
|
|
2022
Q2 | $217K | Hold |
14,562
| – | – | 0.45% | 77 |
|
|
2022
Q1 | $261K | Hold |
14,562
| – | – | 0.43% | 76 |
|
|
2021
Q4 | $276K | Hold |
14,562
| – | – | 0.45% | 74 |
|
|
2021
Q3 | $252K | Sell |
14,562
-396
| -3% | -$6.85K | 0.46% | 79 |
|
|
2021
Q2 | $259K | Hold |
14,958
| – | – | 0.46% | 81 |
|
|
2021
Q1 | $239K | Buy |
+14,958
| New | +$239K | 0.24% | 113 |
|