TRUE Private Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,912
| Closed | -$42K | – | 609 |
|
|
2020
Q4 | $42K | Hold |
1,912
| – | – | 0.01% | 370 |
|
|
2020
Q3 | $32K | Hold |
1,912
| – | – | 0.01% | 378 |
|
|
2020
Q2 | $31K | Hold |
1,912
| – | – | 0.01% | 368 |
|
|
2020
Q1 | $24K | Buy |
1,912
+1,408
| +279% | +$17.7K | 0.01% | 361 |
|
|
2019
Q4 | $9K | Buy |
+504
| New | +$9K | ﹤0.01% | 613 |
|