YorkBridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $557K | Sell |
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2022
Q3 | $570K | Sell |
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|
2022
Q2 | $669K | Sell |
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|
2022
Q1 | $834K | Buy |
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|
2021
Q4 | $692K | Sell |
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|
2021
Q3 | $2.73M | Buy |
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|
2021
Q2 | $2.76M | Buy |
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|
2021
Q1 | $2.51M | Buy |
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|
2020
Q4 | $2.18M | Buy |
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|
2020
Q3 | $1.6M | Buy |
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|
2020
Q2 | $1.46M | Buy |
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|
2020
Q1 | $1.03M | Buy |
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|
2019
Q4 | $1.45M | Buy |
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|
2019
Q3 | $1.3M | Buy |
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|
2019
Q2 | $1.22M | Buy |
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|
2019
Q1 | $1.13M | Buy |
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|
2018
Q4 | $932K | Buy |
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|
2018
Q3 | $1.07M | Sell |
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|
2018
Q2 | $1.32M | Buy |
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|
2018
Q1 | $1.11M | Buy |
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|
2017
Q4 | $771K | Buy |
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