Charles Schwab’s Lite Strategy Inc LITS 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
$31K Sell
2022
Q1
$443K Buy
2021
Q4
$1.84M Sell
2021
Q3
$2.19M Buy
2021
Q2
$2.21M Sell
2021
Q1
$2.69M Buy
2020
Q4
$2.05M Buy
2020
Q3
$2.01M Buy
2020
Q2
$1.05M Buy
2020
Q1
$372K Buy
2019
Q4
$422K Buy
2019
Q3
$264K Hold
2019
Q2
$393K Buy
2019
Q1
$47K Buy
2014
Q2
Sell
2014
Q1
$153K Hold
2013
Q4
$110K Hold
2013
Q3
$144K Hold
2013
Q2
$98K Buy