Ten Capital Wealth Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$323K Sell
2023
Q1
$425K Buy
2022
Q4
$197K Hold
2022
Q3
$185K Hold
2022
Q2
$194K Hold
2022
Q1
$235K Hold
2021
Q4
$249K Hold
2021
Q3
$228K Buy
2021
Q2
Sell
2021
Q1
$20K Buy