Southport Capital 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
Q1
$1.38M Hold
2021
Q4
$1.47M Sell
2021
Q3
$1.38M Buy
2021
Q2
$1.26M Hold
2021
Q1
$1.17M Sell
2020
Q4
$1.12M Sell
2020
Q3
$1.02M Hold
2020
Q2
$937K Hold
2020
Q1
$771K Buy