WFG Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-12
| Closed | – | – | 2136 |
|
|
2014
Q2 | $0 | Sell |
12
-2,367
| -99% | – | ﹤0.01% | 2040 |
|
|
2014
Q1 | $31K | Buy |
2,379
+9
| +0.4% | +$117 | 0.01% | 1083 |
|
|
2013
Q4 | $30K | Buy |
2,370
+9
| +0.4% | +$114 | ﹤0.01% | 1176 |
|
|
2013
Q3 | $27K | Sell |
2,361
-3,324
| -58% | -$38K | ﹤0.01% | 1151 |
|
|
2013
Q2 | $61K | Buy |
+5,685
| New | +$61K | 0.01% | 813 |
|