WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-3,798
| Closed | -$32K | – | 2018 |
|
|
2014
Q4 | $32K | Hold |
3,798
| – | – | 0.01% | 1066 |
|
|
2014
Q3 | $30K | Hold |
3,798
| – | – | 0.01% | 1124 |
|
|
2014
Q2 | $30K | Hold |
3,798
| – | – | 0.01% | 1114 |
|
|
2014
Q1 | $29K | Hold |
3,798
| – | – | 0.01% | 1108 |
|
|
2013
Q4 | $28K | Buy |
+3,798
| New | +$28K | ﹤0.01% | 1204 |
|