Winslow Evans & Crocker’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $7K | Hold |
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|
2020
Q3 | $6K | Hold |
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|
2020
Q2 | $5K | Hold |
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|
2020
Q1 | $6K | Hold |
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|
2019
Q4 | $8K | Hold |
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|
2019
Q3 | $6K | Hold |
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|
2019
Q2 | $6K | Hold |
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|
2019
Q1 | $6K | Hold |
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|
2018
Q4 | $6K | Hold |
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|
2018
Q3 | $6K | Hold |
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|
2018
Q2 | $6K | Hold |
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|
2018
Q1 | $5.29K | Hold |
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|
2017
Q4 | $5.33K | Hold |
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|
2017
Q3 | $5.01K | Hold |
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|
2017
Q2 | $4.82K | Hold |
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|
2017
Q1 | $4.73K | Buy |
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