Winfield Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-570
| Closed | -$7K | – | 543 |
|
|
2017
Q4 | $7K | Hold |
570
| – | – | ﹤0.01% | 480 |
|
|
2017
Q3 | $6K | Hold |
570
| – | – | ﹤0.01% | 479 |
|
|
2017
Q2 | $6K | Buy |
570
+330
| +138% | +$3.47K | ﹤0.01% | 491 |
|
|
2017
Q1 | $2K | Hold |
240
| – | – | ﹤0.01% | 603 |
|
|
2016
Q4 | $2K | Buy |
+240
| New | +$2K | ﹤0.01% | 563 |
|