Southport Capital Management’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
2022
Q1
$2.89M Sell
2021
Q4
$5.4M Buy
2021
Q3
$2.91M Sell
2021
Q2
$3M Buy
2021
Q1
$2.81M Buy
2020
Q4
Sell
2020
Q3
$515K Buy
2020
Q2
$445K Buy