SWA
Sutton Wealth Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-77
| Closed | -$5.2K | – | 1690 |
|
|
2021
Q3 | $5.2K | Hold |
77
| – | – | ﹤0.01% | 1047 |
|
|
2021
Q2 | $5.27K | Sell |
77
-15
| -16% | -$1.03K | ﹤0.01% | 1036 |
|
|
2021
Q1 | $6.01K | Hold |
92
| – | – | ﹤0.01% | 980 |
|
|
2020
Q4 | $5.48K | Sell |
92
-17
| -16% | -$1.01K | ﹤0.01% | 961 |
|
|
2020
Q3 | $5.69K | Sell |
109
-55
| -34% | -$2.87K | ﹤0.01% | 887 |
|
|
2020
Q2 | $8.22K | Buy |
164
+2
| +1% | +$100 | ﹤0.01% | 753 |
|
|
2020
Q1 | $7.17K | Hold |
162
| – | – | ﹤0.01% | 744 |
|
|
2019
Q4 | $9.74K | Hold |
162
| – | – | 0.01% | 829 |
|
|
2019
Q3 | $9.19K | Hold |
162
| – | – | 0.01% | 811 |
|
|
2019
Q2 | $9.1K | Hold |
162
| – | – | 0.01% | 797 |
|
|
2019
Q1 | $8.87K | Hold |
162
| – | – | 0.01% | 813 |
|
|
2018
Q4 | $7.99K | Hold |
162
| – | – | 0.01% | 794 |
|
|
2018
Q3 | $9.09K | Hold |
162
| – | – | 0.01% | 808 |
|
|
2018
Q2 | $8.61K | Hold |
162
| – | – | 0.01% | 859 |
|
|
2018
Q1 | $8.56K | Hold |
162
| – | – | 0.01% | 854 |
|
|
2017
Q4 | $8.86K | Hold |
162
| – | – | 0.01% | 813 |
|
|
2017
Q3 | $8.4K | Hold |
162
| – | – | 0.01% | 794 |
|
|
2017
Q2 | $8.13K | Hold |
162
| – | – | 0.01% | 793 |
|
|
2017
Q1 | $8.05K | Hold |
162
| – | – | 0.01% | 768 |
|
|
2016
Q4 | $7.79K | Hold |
162
| – | – | 0.01% | 751 |
|
|
2016
Q3 | $7.38K | Hold |
162
| – | – | 0.01% | 740 |
|
|
2016
Q2 | $7.26K | Hold |
162
| – | – | 0.01% | 697 |
|
|
2016
Q1 | $7K | Buy |
+162
| New | +$7K | 0.01% | 674 |
|