Danda Trouve Investment Management’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 | $2.13M | Sell |
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|
2022
Q2 | $4.63M | Sell |
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|
2022
Q1 | $8.23M | Sell |
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|
2021
Q4 | $8.73M | Buy |
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|
2021
Q3 | $5.43M | Buy |
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|
2021
Q2 | $3.3M | Buy |
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|
2021
Q1 | $1.59M | Buy |
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|
2020
Q4 | $5K | Buy |
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|
2020
Q3 | $4K | Hold |
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|
2020
Q2 | $4K | Hold |
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|
2020
Q1 | $3K | Sell |
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|
2019
Q4 | $5.64M | Buy |
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