Stearns Financial Services Group’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
Q3 | $2K | Buy |
108
+3
| +3% | +$56 | ﹤0.01% | 205 |
|
|
2020
Q2 | $2K | Hold |
105
| – | – | ﹤0.01% | 190 |
|
|
2020
Q1 | $2K | Sell |
105
-3
| -3% | -$57 | ﹤0.01% | 200 |
|
|
2019
Q4 | $2K | Buy |
108
+3
| +3% | +$56 | ﹤0.01% | 184 |
|
|
2019
Q3 | $2K | Sell |
105
-48
| -31% | -$914 | ﹤0.01% | 168 |
|
|
2019
Q2 | $3K | Buy |
153
+48
| +46% | +$941 | ﹤0.01% | 171 |
|
|
2019
Q1 | $2K | Hold |
105
| – | – | ﹤0.01% | 169 |
|
|
2018
Q4 | $2K | Hold |
105
| – | – | ﹤0.01% | 169 |
|
|
2018
Q3 | $2K | Buy |
+105
| New | +$2K | ﹤0.01% | 174 |
|