V Wealth Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,245
| Closed | -$207K | – | 362 |
|
|
2019
Q4 | $207K | Hold |
8,245
| – | – | 0.07% | 268 |
|
|
2019
Q3 | $207K | Buy |
8,245
+723
| +10% | +$18.2K | 0.07% | 270 |
|
|
2019
Q2 | $200K | Buy |
+7,522
| New | +$200K | 0.08% | 258 |
|
|
2017
Q3 | – | Sell |
-820
| Closed | -$20K | – | 609 |
|
|
2017
Q2 | $20K | Buy |
+820
| New | +$20K | 0.01% | 458 |
|