VisionPoint Advisory Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-99
| Closed | -$2.57K | – | 675 |
|
|
2024
Q2 | $2.57K | Buy |
99
+21
| +27% | +$545 | ﹤0.01% | 634 |
|
|
2024
Q1 | $2.12K | Sell |
78
-12
| -13% | -$326 | ﹤0.01% | 676 |
|
|
2023
Q4 | $2.26K | Sell |
90
-2,232
| -96% | -$56K | ﹤0.01% | 609 |
|
|
2023
Q3 | $52.4K | Buy |
2,322
+2,301
| +10,957% | +$51.9K | 0.02% | 246 |
|
|
2023
Q2 | $497 | Buy |
+21
| New | +$497 | ﹤0.01% | 536 |
|