TWM
Triton Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,263
| Closed | -$276K | – | 77 |
|
|
2023
Q3 | $276K | Sell |
4,263
-7
| -0.2% | -$453 | 0.19% | 52 |
|
|
2023
Q2 | $294K | Buy |
4,270
+837
| +24% | +$57.6K | 0.17% | 60 |
|
|
2023
Q1 | $226K | Sell |
3,433
-503
| -13% | -$33.1K | 0.14% | 67 |
|
|
2022
Q4 | $267K | Buy |
+3,936
| New | +$267K | 0.16% | 65 |
|