WSTAM
Wilbanks Smith & Thomas Asset Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-200
| Closed | -$7K | – | 1134 |
|
2018
Q3 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 1139 |
|
2015
Q1 | – | Sell |
-7,650
| Closed | -$221K | – | 319 |
|
2014
Q4 | $221K | Buy |
7,650
+100
| +1% | +$2.89K | 0.02% | 275 |
|
2014
Q3 | $237K | Sell |
7,550
-1,095
| -13% | -$34.4K | 0.03% | 252 |
|
2014
Q2 | $296K | Sell |
8,645
-35,245
| -80% | -$1.21M | 0.03% | 222 |
|
2014
Q1 | $1.45M | Buy |
43,890
+31,325
| +249% | +$1.03M | 0.16% | 91 |
|
2013
Q4 | $401K | Sell |
12,565
-8,335
| -40% | -$266K | 0.05% | 189 |
|
2013
Q3 | $645K | Sell |
20,900
-985
| -5% | -$30.4K | 0.09% | 135 |
|
2013
Q2 | $591K | Buy |
+21,885
| New | +$591K | 0.09% | 133 |
|