DTIM
Danda Trouve Investment Management’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.13M | Sell |
50,817
-54,036
| -52% | -$2.27M | 3.95% | 12 |
|
|
2022
Q2 | $4.63M | Sell |
104,853
-49,338
| -32% | -$2.18M | 7.13% | 5 |
|
|
2022
Q1 | $8.23M | Buy |
154,191
+76,933
| +100% | +$4.11M | 10.3% | 1 |
|
|
2021
Q4 | $8.73M | Buy |
77,258
+25,012
| +48% | +$2.83M | 9.89% | 1 |
|
|
2021
Q3 | $5.43M | Buy |
52,246
+20,573
| +65% | +$2.14M | 6.54% | 3 |
|
|
2021
Q2 | $3.3M | Buy |
31,673
+15,268
| +93% | +$1.59M | 3.92% | 8 |
|
|
2021
Q1 | $1.59M | Buy |
16,405
+16,351
| +30,280% | +$1.58M | 1.95% | 21 |
|
|
2020
Q4 | $5K | Buy |
54
+1
| +2% | +$93 | 0.01% | 132 |
|
|
2020
Q3 | $4K | Hold |
53
| – | – | 0.01% | 123 |
|
|
2020
Q2 | $4K | Hold |
53
| – | – | 0.01% | 120 |
|
|
2020
Q1 | $3K | Sell |
53
-73,378
| -100% | -$4.15M | 0.01% | 137 |
|
|
2019
Q4 | $5.65M | Buy |
+73,431
| New | +$5.65M | 8.12% | 2 |
|