TP
Truvvo Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-250,366
| Closed | -$6.69M | – | 74 |
|
|
2018
Q1 | $6.69M | Buy |
250,366
+14,292
| +6% | +$382K | 2.47% | 12 |
|
|
2017
Q4 | $6.75M | Hold |
236,074
| – | – | 2.28% | 11 |
|
|
2017
Q3 | $6.08M | Buy |
236,074
+14,119
| +6% | +$364K | 2.02% | 13 |
|
|
2017
Q2 | $5.32M | Buy |
+221,955
| New | +$5.32M | 1.92% | 14 |
|