Ackerman Capital Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-26,950
| Closed | -$720K | – | 183 |
|
|
2019
Q4 | $720K | Sell |
26,950
-8,286
| -24% | -$221K | 0.21% | 61 |
|
|
2019
Q3 | $949K | Buy |
35,236
+180
| +0.5% | +$4.85K | 0.33% | 45 |
|
|
2019
Q2 | $929 | Hold |
35,056
| – | – | ﹤0.01% | 85 |
|
|
2019
Q1 | $909 | Buy |
35,056
+148
| +0.4% | +$4 | ﹤0.01% | 87 |
|
|
2018
Q4 | $883 | Buy |
+34,908
| New | +$883 | 0.07% | 87 |
|
|
2018
Q1 | $387K | Buy |
14,854
+4,026
| +37% | +$105K | 0.16% | 53 |
|
|
2017
Q4 | $283K | Buy |
+10,828
| New | +$283K | 0.12% | 61 |
|
|
2017
Q2 | $267K | Buy |
+10,236
| New | +$267K | 0.11% | 71 |
|