YorkBridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,076
| Closed | -$24K | – | 552 |
|
|
2019
Q2 | $24K | Hold |
2,076
| – | – | 0.01% | 447 |
|
|
2019
Q1 | $24K | Buy |
2,076
+144
| +7% | +$1.67K | 0.01% | 444 |
|
|
2018
Q4 | $19K | Hold |
1,932
| – | – | 0.01% | 475 |
|
|
2018
Q3 | $23K | Hold |
1,932
| – | – | 0.01% | 494 |
|
|
2018
Q2 | $21K | Hold |
1,932
| – | – | 0.01% | 530 |
|
|
2018
Q1 | $21K | Hold |
1,932
| – | – | 0.01% | 516 |
|
|
2017
Q4 | $21K | Buy |
1,932
+138
| +8% | +$1.5K | 0.01% | 505 |
|
|
2017
Q3 | $18K | Hold |
1,794
| – | – | 0.01% | 553 |
|
|
2017
Q2 | $18K | Hold |
1,794
| – | – | 0.01% | 537 |
|
|
2017
Q1 | $17K | Buy |
1,794
+594
| +50% | +$5.63K | 0.01% | 544 |
|
|
2016
Q4 | $11K | Buy |
+1,200
| New | +$11K | 0.01% | 571 |
|