WestHill Financial Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-764
| Closed | -$15.8K | – | 101 |
|
|
2023
Q3 | $15.8K | Sell |
764
-360
| -32% | -$7.46K | ﹤0.01% | 100 |
|
|
2023
Q2 | $24.6K | Hold |
1,124
| – | – | 0.01% | 92 |
|
|
2023
Q1 | $23.6K | Sell |
1,124
-220
| -16% | -$4.61K | 0.01% | 91 |
|
|
2022
Q4 | $27.2K | Hold |
1,344
| – | – | 0.01% | 93 |
|
|
2022
Q3 | $25K | Hold |
1,344
| – | – | 0.01% | 85 |
|
|
2022
Q2 | $26K | Hold |
1,344
| – | – | 0.01% | 88 |
|
|
2022
Q1 | $32K | Hold |
1,344
| – | – | 0.01% | 93 |
|
|
2021
Q4 | $34K | Hold |
1,344
| – | – | 0.01% | 95 |
|
|
2021
Q3 | $34K | Buy |
+1,344
| New | +$34K | 0.01% | 79 |
|