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Trinity Legacy Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Trinity Legacy Partners’s Portfolio SCHA Stock Details SCHA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-18,517
Closed -$1.3M – 72
2019
Q2 		$1.3M Sell
18,517
-465
-2% -$32.5K 0.89% 27
2019
Q1 		$1.33M Buy
18,982
+9,211
+94% +$644K 0.87% 31
2018
Q4 		$593K Buy
+9,771
New +$593K 0.57% 30