AWA
Acorn Wealth Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,167
| Closed | -$214K | – | 165 |
|
|
2020
Q4 | $214K | Sell |
4,167
-463
| -10% | -$23.8K | 0.17% | 137 |
|
|
2020
Q3 | $238K | Buy |
+4,630
| New | +$238K | 0.21% | 104 |
|
|
2019
Q2 | – | Sell |
-4,594
| Closed | -$230K | – | 129 |
|
|
2019
Q1 | $230K | Sell |
4,594
-976
| -18% | -$48.9K | 0.21% | 110 |
|
|
2018
Q4 | $278K | Buy |
5,570
+524
| +10% | +$26.2K | 0.28% | 74 |
|
|
2018
Q3 | $250K | Sell |
5,046
-1,939
| -28% | -$96.1K | 0.25% | 97 |
|
|
2018
Q2 | $347K | Buy |
6,985
+13
| +0.2% | +$646 | 0.3% | 59 |
|
|
2018
Q1 | $346K | Sell |
6,972
-457
| -6% | -$22.7K | 0.3% | 58 |
|
|
2017
Q4 | $371K | Buy |
+7,429
| New | +$371K | 0.34% | 54 |
|