Westwind Capital’s Schwab 1000 Index ETF SCHK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-12,696
| Closed | -$185K | – | 48 |
|
|
2019
Q3 | $185K | Buy |
12,696
+170
| +1% | +$2.48K | 0.1% | 24 |
|
|
2019
Q2 | $181K | Buy |
+12,526
| New | +$181K | 0.1% | 22 |
|
|
2018
Q4 | – | Sell |
-12,286
| Closed | -$176K | – | 48 |
|
|
2018
Q3 | $176K | Sell |
12,286
-70
| -0.6% | -$1K | 0.11% | 23 |
|
|
2018
Q2 | $165K | Buy |
12,356
+770
| +7% | +$10.3K | 0.13% | 22 |
|
|
2018
Q1 | $151K | Buy |
+11,586
| New | +$151K | 0.12% | 19 |
|