YorkBridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.42M | Buy |
|
|||||
|
2022
Q3 | $2.02M | Buy |
|
|||||
|
2022
Q2 | $1.91M | Buy |
|
|||||
|
2022
Q1 | $2.3M | Buy |
|
|||||
|
2021
Q4 | $2.35M | Sell |
|
|||||
|
2021
Q3 | $3.93M | Buy |
|
|||||
|
2021
Q2 | $3.81M | Buy |
|
|||||
|
2021
Q1 | $3.5M | Buy |
|
|||||
|
2020
Q4 | $3.17M | Buy |
|
|||||
|
2020
Q3 | $2.4M | Buy |
|
|||||
|
2020
Q2 | $2.21M | Buy |
|
|||||
|
2020
Q1 | $1.44M | Sell |
|
|||||
|
2019
Q4 | $2.08M | Buy |
|
|||||
|
2019
Q3 | $1.88M | Buy |
|
|||||
|
2019
Q2 | $1.63M | Buy |
|
|||||
|
2019
Q1 | $1.51M | Sell |
|
|||||
|
2018
Q4 | $1.39M | Buy |
|