Valeo Financial Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,420
| Closed | -$48K | – | 1476 |
|
|
2021
Q1 | $48K | Buy |
2,420
+1,748
| +260% | +$34.7K | ﹤0.01% | 850 |
|
|
2020
Q4 | $13K | Sell |
672
-2,244
| -77% | -$43.4K | ﹤0.01% | 1109 |
|
|
2020
Q3 | $48K | Buy |
+2,916
| New | +$48K | ﹤0.01% | 658 |
|
|
2020
Q1 | – | Sell |
-794
| Closed | -$13K | – | 1847 |
|
|
2019
Q4 | $13K | Hold |
794
| – | – | ﹤0.01% | 1022 |
|
|
2019
Q3 | $12K | Hold |
794
| – | – | ﹤0.01% | 972 |
|
|
2019
Q2 | $11K | Hold |
794
| – | – | ﹤0.01% | 1002 |
|
|
2019
Q1 | $11K | Hold |
794
| – | – | ﹤0.01% | 937 |
|
|
2018
Q4 | $10K | Buy |
+794
| New | +$10K | ﹤0.01% | 880 |
|