Aspire Wealth Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $217 | Sell |
10
-2
| -17% | -$43 | ﹤0.01% | 192 |
|
|
2024
Q2 | $250 | Sell |
12
-104
| -90% | -$2.17K | ﹤0.01% | 176 |
|
|
2024
Q1 | $2.56K | Sell |
116
-3,112
| -96% | -$68.8K | ﹤0.01% | 172 |
|
|
2023
Q4 | $72.5K | Buy |
3,228
+12
| +0.4% | +$270 | 0.05% | 115 |
|
|
2023
Q3 | $67.8K | Buy |
3,216
+3,210
| +53,500% | +$67.7K | 0.05% | 112 |
|
|
2023
Q2 | $135 | Hold |
6
| – | – | ﹤0.01% | 188 |
|
|
2023
Q1 | $136 | Sell |
6
-338
| -98% | -$7.66K | ﹤0.01% | 187 |
|
|
2022
Q4 | $7.39K | Buy |
344
+4
| +1% | +$86 | 0.01% | 161 |
|
|
2022
Q3 | $7K | Buy |
340
+2
| +0.6% | +$41 | 0.01% | 147 |
|
|
2022
Q2 | $8K | Sell |
338
-174
| -34% | -$4.12K | 0.01% | 151 |
|
|
2022
Q1 | $12K | Buy |
512
+2
| +0.4% | +$47 | 0.01% | 146 |
|
|
2021
Q4 | $13K | Buy |
+510
| New | +$13K | 0.01% | 147 |
|