I2I
Insight 2811 Inc’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,285
| Closed | -$377K | – | 94 |
|
|
2023
Q2 | $377K | Buy |
7,285
+1,052
| +17% | +$54.4K | 0.2% | 56 |
|
|
2023
Q1 | $298K | Buy |
+6,233
| New | +$298K | 0.18% | 67 |
|
|
2022
Q2 | – | Sell |
-10,200
| Closed | -$545K | – | 94 |
|
|
2022
Q1 | $545K | Buy |
10,200
+3,005
| +42% | +$161K | 0.32% | 33 |
|
|
2021
Q4 | $813K | Buy |
7,195
+560
| +8% | +$63.3K | 0.46% | 25 |
|
|
2021
Q3 | $689K | Sell |
6,635
-237
| -3% | -$24.6K | 0.41% | 24 |
|
|
2021
Q2 | $717K | Buy |
6,872
+2,924
| +74% | +$305K | 0.4% | 25 |
|
|
2021
Q1 | $382K | Sell |
3,948
-466
| -11% | -$45.1K | 0.22% | 46 |
|
|
2020
Q4 | $402K | Buy |
+4,414
| New | +$402K | 0.24% | 42 |
|