55I LLC’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.98M | Sell |
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|
2022
Q2 | $3.18M | Sell |
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|
2022
Q1 | $3.9M | Sell |
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|
2021
Q4 | $4.17M | Buy |
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|
2021
Q3 | $3.81M | Buy |
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|
2021
Q2 | $3.39M | Buy |
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|
2021
Q1 | $2.99M | Buy |
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|
2020
Q4 | $2.78M | Sell |
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|
2020
Q3 | $2.49M | Sell |
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|
2020
Q2 | $2.3M | Buy |
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|
2020
Q1 | $679K | Sell |
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|
2019
Q4 | $2.96M | Sell |
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|
2019
Q3 | $3.17M | Sell |
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|
2019
Q2 | $3.87M | Sell |
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|
2019
Q1 | $4M | Sell |
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|
2018
Q4 | $4.32M | Buy |
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