Valley Wealth Managers’s Schwab International Equity ETF SCHF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-2
| Closed | -$39 | – | 403 |
|
2024
Q1 | $39 | Buy |
+2
| New | +$39 | ﹤0.01% | 313 |
|
2023
Q4 | – | Sell |
-36
| Closed | -$611 | – | 376 |
|
2023
Q3 | $611 | Buy |
+36
| New | +$611 | ﹤0.01% | 340 |
|
2023
Q1 | – | Hold |
0
| – | – | – | 452 |
|
2022
Q4 | – | Hold |
0
| – | – | – | 469 |
|
2022
Q3 | – | Sell |
-7,616
| Closed | -$120K | – | 486 |
|
2022
Q2 | $120K | Buy |
+7,616
| New | +$120K | 0.01% | 213 |
|
2021
Q3 | – | Sell |
-22,238
| Closed | -$439K | – | 200 |
|
2021
Q2 | $439K | Buy |
+22,238
| New | +$439K | 0.04% | 138 |
|