Advisornet Financial’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,482
| Closed | -$36.7K | – | 2211 |
|
|
2024
Q3 | $36.7K | Hold |
1,482
| – | – | ﹤0.01% | 1003 |
|
|
2024
Q2 | $35.8K | Hold |
1,482
| – | – | ﹤0.01% | 922 |
|
|
2024
Q1 | $35.8K | Hold |
1,482
| – | – | ﹤0.01% | 909 |
|
|
2023
Q4 | $35.8K | Buy |
1,482
+38
| +3% | +$919 | ﹤0.01% | 911 |
|
|
2023
Q3 | $33.9K | Sell |
1,444
-38
| -3% | -$892 | ﹤0.01% | 887 |
|
|
2023
Q2 | $35K | Sell |
1,482
-246
| -14% | -$5.81K | ﹤0.01% | 911 |
|
|
2023
Q1 | $41.1K | Sell |
1,728
-7,132
| -80% | -$170K | ﹤0.01% | 846 |
|
|
2022
Q4 | $208K | Sell |
8,860
-408
| -4% | -$9.56K | 0.02% | 463 |
|
|
2022
Q3 | $215K | Sell |
9,268
-2,716
| -23% | -$63K | 0.02% | 490 |
|
|
2022
Q2 | $285K | Sell |
11,984
-1,614
| -12% | -$38.4K | 0.03% | 426 |
|
|
2022
Q1 | $330K | Sell |
13,598
-69,176
| -84% | -$1.68M | 0.02% | 442 |
|
|
2021
Q4 | $2.09M | Sell |
82,774
-6,162
| -7% | -$156K | 0.13% | 151 |
|
|
2021
Q3 | $2.27M | Sell |
88,936
-31,984
| -26% | -$816K | 0.16% | 131 |
|
|
2021
Q2 | $3.09M | Buy |
120,920
+71,248
| +143% | +$1.82M | 0.21% | 114 |
|
|
2021
Q1 | $1.27M | Buy |
+49,672
| New | +$1.27M | 0.09% | 208 |
|