Arax Advisory Partners’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-294
| Closed | -$7.07K | – | 1413 |
|
|
2023
Q3 | $7.07K | Buy |
+294
| New | +$7.07K | ﹤0.01% | 802 |
|
|
2023
Q1 | – | Sell |
-234
| Closed | -$5.76K | – | 1306 |
|
|
2022
Q4 | $5.76K | Buy |
+234
| New | +$5.76K | ﹤0.01% | 755 |
|
|
2022
Q2 | – | Sell |
-90
| Closed | -$2K | – | 1226 |
|
|
2022
Q1 | $2K | Hold |
90
| – | – | ﹤0.01% | 964 |
|
|
2021
Q4 | $3K | Buy |
+90
| New | +$3K | ﹤0.01% | 845 |
|