Atticus Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10
| Closed | -$244 | – | 552 |
|
|
2024
Q2 | $244 | Sell |
10
-64
| -86% | -$1.56K | ﹤0.01% | 516 |
|
|
2024
Q1 | $1.82K | Sell |
74
-414
| -85% | -$10.2K | ﹤0.01% | 482 |
|
|
2023
Q4 | $12.1K | Sell |
488
-7,318
| -94% | -$182K | ﹤0.01% | 381 |
|
|
2023
Q3 | $187K | Sell |
7,806
-856
| -10% | -$20.5K | 0.07% | 132 |
|
|
2023
Q2 | $213K | Sell |
8,662
-96
| -1% | -$2.37K | 0.08% | 127 |
|
|
2023
Q1 | $221K | Buy |
+8,758
| New | +$221K | 0.08% | 123 |
|