EP
Eudaimonia Partners’s Schwab US Broad Market ETF SCHB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $503K | Sell |
4,840
-340
| -7% | -$35.3K | 0.09% | 233 |
|
2021
Q2 | $540K | Sell |
5,180
-5,782
| -53% | -$603K | 0.1% | 221 |
|
2021
Q1 | $1.06M | Sell |
10,962
-32,409
| -75% | -$3.13M | 0.22% | 113 |
|
2020
Q4 | $3.95M | Sell |
43,371
-16,167
| -27% | -$1.47M | 0.89% | 16 |
|
2020
Q3 | $4.74M | Buy |
+59,538
| New | +$4.74M | 1.22% | 8 |
|