Eudaimonia Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $820K | Hold |
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|
2023
Q4 | $758K | Hold |
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|
2023
Q3 | $681K | Hold |
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|
2023
Q2 | $715K | Sell |
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|
2023
Q1 | $746K | Hold |
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|
2022
Q4 | $722K | Hold |
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|
2022
Q3 | $666K | Sell |
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|
2022
Q2 | $786K | Buy |
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|
2022
Q1 | $950K | Buy |
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|
2021
Q3 | $888K | Buy |
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|
2021
Q2 | $832K | Buy |
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|
2021
Q1 | $763K | Hold |
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|
2020
Q4 | $699K | Hold |
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|
2020
Q3 | $568K | Hold |
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|
2020
Q2 | $539K | Sell |
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|
2020
Q1 | $437K | Hold |
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|
2019
Q4 | $624K | Buy |
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