TLFA
True Link Financial Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-341
| Closed | -$39K | – | 246 |
|
|
2021
Q4 | $39K | Hold |
341
| – | – | 0.01% | 495 |
|
|
2021
Q3 | $35K | Sell |
341
-320
| -48% | -$32.8K | ﹤0.01% | 508 |
|
|
2021
Q2 | $69K | Sell |
661
-20
| -3% | -$2.09K | 0.01% | 389 |
|
|
2021
Q1 | $66K | Hold |
681
| – | – | 0.01% | 454 |
|
|
2020
Q4 | $62K | Buy |
+681
| New | +$62K | 0.01% | 499 |
|