55I LLC’s Schwab 1000 Index ETF SCHK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$526K Sell
2022
Q1
$1.08M Sell
2021
Q4
$1.27M Sell
2021
Q3
$1.22M Sell
2021
Q2
$1.36M Sell
2021
Q1
$1.36M Sell
2020
Q4
$1.47M Buy
2020
Q3
$1.16M Buy
2020
Q2
$618K Buy