WestHill Financial Advisors’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 |
-227
| Closed | -$7.32K | – | 102 |
|
|
2023
Q3 | $7.32K | Hold |
227
| – | – | ﹤0.01% | 106 |
|
|
2023
Q2 | $7.67K | Hold |
227
| – | – | ﹤0.01% | 101 |
|
|
2023
Q1 | $7.65K | Sell |
227
-93
| -29% | -$3.14K | ﹤0.01% | 101 |
|
|
2022
Q4 | $10.1K | Hold |
320
| – | – | ﹤0.01% | 104 |
|
|
2022
Q3 | $9K | Hold |
320
| – | – | ﹤0.01% | 96 |
|
|
2022
Q2 | $10K | Hold |
320
| – | – | ﹤0.01% | 99 |
|
|
2022
Q1 | $12K | Hold |
320
| – | – | ﹤0.01% | 106 |
|
|
2021
Q4 | $13K | Hold |
320
| – | – | ﹤0.01% | 107 |
|
|
2021
Q3 | $13K | Buy |
+320
| New | +$13K | ﹤0.01% | 92 |
|