WealthShield Partners’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,542
| Closed | -$82K | – | 503 |
|
|
2023
Q3 | $82K | Hold |
2,542
| – | – | 0.01% | 350 |
|
|
2023
Q2 | $85.8K | Sell |
2,542
-1,186
| -32% | -$40.1K | 0.01% | 353 |
|
|
2023
Q1 | $126K | Buy |
+3,728
| New | +$126K | 0.02% | 313 |
|
|
2021
Q3 | – | Sell |
-3,732
| Closed | -$155K | – | 635 |
|
|
2021
Q2 | $155K | Buy |
+3,732
| New | +$155K | 0.02% | 293 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 1181 |
|
|
2020
Q4 | – | Sell |
-18
| Closed | -$1K | – | 387 |
|
|
2020
Q3 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 383 |
|