SIG
Stanford Investment Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-5,269
| Closed | -$238K | – | 245 |
|
|
2016
Q4 | $238K | Sell |
5,269
-1,942
| -27% | -$87.7K | 0.12% | 46 |
|
|
2016
Q3 | $314K | Hold |
7,211
| – | – | 0.15% | 40 |
|
|
2016
Q2 | $303K | Sell |
7,211
-800
| -10% | -$33.6K | 0.15% | 40 |
|
|
2016
Q1 | $325K | Buy |
8,011
+600
| +8% | +$24.3K | 0.18% | 40 |
|
|
2015
Q4 | $297K | Buy |
+7,411
| New | +$297K | 0.16% | 45 |
|