AWA
Alaska 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-4,359
| Closed | -$224K | – | 56 |
|
|
2020
Q3 | $224K | Hold |
4,359
| – | – | 0.05% | 51 |
|
|
2020
Q2 | $225K | Sell |
4,359
-213
| -5% | -$11K | 0.05% | 53 |
|
|
2020
Q1 | $237K | Buy |
4,572
+347
| +8% | +$18K | 0.07% | 50 |
|
|
2019
Q4 | $213K | Buy |
+4,225
| New | +$213K | 0.03% | 64 |
|
|
2019
Q3 | – | Sell |
-6,790
| Closed | -$341K | – | 55 |
|
|
2019
Q2 | $341K | Hold |
6,790
| – | – | 0.04% | 55 |
|
|
2019
Q1 | $341K | Buy |
+6,790
| New | +$341K | 0.04% | 55 |
|