Winslow Evans & Crocker’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $4K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $4K | Sell |
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|
2019
Q2 | $8K | Sell |
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|
2019
Q1 | $12K | Sell |
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|
2018
Q4 | $22K | Sell |
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|
2018
Q3 | $54K | Buy |
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|
2018
Q2 | $48K | Hold |
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|
2018
Q1 | $44.9K | Sell |
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|
2017
Q4 | $48.7K | Sell |
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|
2017
Q3 | $55.9K | Sell |
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|
2017
Q2 | $61.7K | Sell |
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|
2017
Q1 | $63K | Sell |
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|
2016
Q4 | $74.4K | Buy |
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|
2016
Q3 | $62.2K | Buy |
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|
2016
Q2 | $54.6K | Hold |
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|
2016
Q1 | $52.6K | Hold |
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|
2015
Q4 | $52.6K | Hold |
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|
2015
Q3 | $51.3K | Hold |
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|
2015
Q2 | $58.1K | Buy |
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|
2015
Q1 | $53.8K | Hold |
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|
2014
Q4 | $51.5K | Hold |
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|
2014
Q3 | $48.1K | Buy |
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|
2014
Q2 | $51.2K | Sell |
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|
2014
Q1 | $55.5K | Hold |
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|
2013
Q4 | $54K | Buy |
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