SYM Financial Corp’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-477
| Closed | -$11.8K | – | 291 |
|
|
2024
Q2 | $11.8K | Buy |
+477
| New | +$11.8K | ﹤0.01% | 238 |
|
|
2022
Q4 | – | Sell |
-357
| Closed | -$7K | – | 130 |
|
|
2022
Q3 | $7K | Buy |
+357
| New | +$7K | ﹤0.01% | 92 |
|
|
2022
Q2 | – | Sell |
-318
| Closed | -$8K | – | 128 |
|
|
2022
Q1 | $8K | Buy |
318
+15
| +5% | +$377 | ﹤0.01% | 103 |
|
|
2021
Q4 | $7K | Buy |
+303
| New | +$7K | ﹤0.01% | 100 |
|
|
2021
Q1 | – | Sell |
-1,146
| Closed | -$23K | – | 91 |
|
|
2020
Q4 | $23K | Buy |
1,146
+1,086
| +1,810% | +$21.8K | 0.02% | 66 |
|
|
2020
Q3 | $1K | Buy |
+60
| New | +$1K | ﹤0.01% | 81 |
|