Squar Milner Financial Services’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-123
| Closed | -$1K | – | 631 |
|
|
2020
Q1 | $1K | Hold |
123
| – | – | ﹤0.01% | 731 |
|
|
2019
Q4 | $2K | Buy |
+123
| New | +$2K | ﹤0.01% | 755 |
|
|
2019
Q3 | – | Sell |
-123
| Closed | -$2K | – | 617 |
|
|
2019
Q2 | $2K | Hold |
123
| – | – | ﹤0.01% | 746 |
|
|
2019
Q1 | $2K | Hold |
123
| – | – | ﹤0.01% | 779 |
|
|
2018
Q4 | $2K | Hold |
123
| – | – | ﹤0.01% | 695 |
|
|
2018
Q3 | $2K | Hold |
123
| – | – | ﹤0.01% | 726 |
|
|
2018
Q2 | $2K | Buy |
+123
| New | +$2K | ﹤0.01% | 812 |
|