Sterling Investment Advisors (Pennsylvania)’s Schwab 1000 Index ETF SCHK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,500
| Closed | -$27K | – | 423 |
|
|
2022
Q2 | $27K | Hold |
1,500
| – | – | 0.01% | 295 |
|
|
2022
Q1 | $33K | Hold |
1,500
| – | – | 0.01% | 305 |
|
|
2021
Q4 | $35K | Hold |
1,500
| – | – | 0.01% | 295 |
|
|
2021
Q3 | $32K | Buy |
1,500
+750
| +100% | +$16K | 0.01% | 303 |
|
|
2021
Q2 | $16K | Hold |
750
| – | – | ﹤0.01% | 382 |
|
|
2021
Q1 | $15K | Buy |
+750
| New | +$15K | ﹤0.01% | 372 |
|