Trifecta Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-375
| Closed | -$10K | – | 420 |
|
|
2024
Q3 | $10K | Hold |
375
| – | – | ﹤0.01% | 217 |
|
|
2024
Q2 | $9.26K | Hold |
375
| – | – | ﹤0.01% | 221 |
|
|
2024
Q1 | $9.5K | Hold |
375
| – | – | ﹤0.01% | 204 |
|
|
2023
Q4 | $8.76K | Hold |
375
| – | – | ﹤0.01% | 207 |
|
|
2023
Q3 | $8.06K | Buy |
375
+75
| +25% | +$1.61K | ﹤0.01% | 221 |
|
|
2023
Q2 | $6.71K | Buy |
+300
| New | +$6.71K | ﹤0.01% | 216 |
|