Atlas Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,560
| Closed | -$36.6K | – | 954 |
|
|
2022
Q4 | $36.6K | Sell |
1,560
-1,560
| -50% | -$36.6K | 0.01% | 591 |
|
|
2022
Q3 | $72.2K | Hold |
3,120
| – | – | 0.01% | 490 |
|
|
2022
Q2 | $74.1K | Hold |
3,120
| – | – | 0.01% | 504 |
|
|
2022
Q1 | $75.8K | Hold |
3,120
| – | – | 0.01% | 498 |
|
|
2021
Q4 | $78.9K | Hold |
3,120
| – | – | 0.01% | 480 |
|
|
2021
Q3 | $79.6K | Hold |
3,120
| – | – | 0.01% | 467 |
|
|
2021
Q2 | $79.8K | Buy |
+3,120
| New | +$79.8K | 0.01% | 476 |
|