Ten Capital Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,251
| Closed | -$27.3K | – | 470 |
|
|
2023
Q1 | $27.3K | Hold |
1,251
| – | – | 0.01% | 283 |
|
|
2022
Q4 | $27.5K | Hold |
1,251
| – | – | 0.01% | 234 |
|
|
2022
Q3 | $24K | Hold |
1,251
| – | – | 0.01% | 225 |
|
|
2022
Q2 | $26K | Hold |
1,251
| – | – | 0.01% | 182 |
|
|
2022
Q1 | $30K | Sell |
1,251
-1,542
| -55% | -$37K | 0.01% | 173 |
|
|
2021
Q4 | $68K | Sell |
2,793
-3,996
| -59% | -$97.3K | 0.03% | 110 |
|
|
2021
Q3 | $153K | Buy |
+6,789
| New | +$153K | 0.07% | 82 |
|