YMRC
Yorktown Management & Research Company’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-25,000
| Closed | -$1.52M | – | 406 |
|
|
2017
Q3 | $1.52M | Sell |
25,000
-25,000
| -50% | -$1.52M | 0.4% | 40 |
|
|
2017
Q2 | $2.92M | Hold |
50,000
| – | – | 0.93% | 22 |
|
|
2017
Q1 | $2.85M | Buy |
50,000
+30,000
| +150% | +$1.71M | 0.74% | 29 |
|
|
2016
Q4 | $1.08M | Buy |
+20,000
| New | +$1.08M | 0.27% | 74 |
|
|
2015
Q4 | – | Sell |
-50,000
| Closed | -$2.32M | – | 443 |
|
|
2015
Q3 | $2.32M | Buy |
+50,000
| New | +$2.32M | 0.38% | 83 |
|