Wells Financial Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-192
| Closed | -$3.19K | – | 65 |
|
|
2023
Q3 | $3.19K | Hold |
192
| – | – | ﹤0.01% | 64 |
|
|
2023
Q2 | $3.31K | Hold |
192
| – | – | ﹤0.01% | 64 |
|
|
2023
Q1 | $3.06K | Hold |
192
| – | – | ﹤0.01% | 64 |
|
|
2022
Q4 | $2.87K | Hold |
192
| – | – | ﹤0.01% | 63 |
|
|
2022
Q3 | $3K | Hold |
192
| – | – | ﹤0.01% | 64 |
|
|
2022
Q2 | $3K | Sell |
192
-2,082
| -92% | -$32.5K | ﹤0.01% | 57 |
|
|
2022
Q1 | $40K | Sell |
2,274
-438
| -16% | -$7.7K | 0.03% | 49 |
|
|
2021
Q4 | $51K | Hold |
2,712
| – | – | 0.04% | 49 |
|
|
2021
Q3 | $47K | Hold |
2,712
| – | – | 0.04% | 48 |
|
|
2021
Q2 | $47K | Hold |
2,712
| – | – | 0.04% | 48 |
|
|
2021
Q1 | $44K | Sell |
2,712
-84
| -3% | -$1.36K | 0.04% | 49 |
|
|
2020
Q4 | $42K | Buy |
+2,796
| New | +$42K | 0.04% | 50 |
|