WESPAC Advisors SoCal’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-2,984
Closed -$26K 223
2018
Q1
$26K Hold
2,984
0.02% 143
2017
Q4
$26K Sell
2,984
-240
-7% -$2.09K 0.01% 145
2017
Q3
$26K Buy
+3,224
New +$26K 0.02% 152