Your Advocates Ltd’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-825
| Closed | -$22K | – | 205 |
|
|
2021
Q2 | $22K | Hold |
825
| – | – | 0.01% | 59 |
|
|
2021
Q1 | $20K | Sell |
825
-165
| -17% | -$4K | 0.01% | 59 |
|
|
2020
Q4 | $22K | Sell |
990
-366
| -27% | -$8.13K | 0.02% | 56 |
|
|
2020
Q3 | $25K | Hold |
1,356
| – | – | 0.02% | 52 |
|
|
2020
Q2 | $24K | Sell |
1,356
-8,313
| -86% | -$147K | 0.02% | 55 |
|
|
2020
Q1 | $136K | Sell |
9,669
-45,672
| -83% | -$642K | 0.12% | 23 |
|
|
2019
Q4 | $1.11M | Buy |
+55,341
| New | +$1.11M | 0.88% | 13 |
|