Atticus Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2
| Closed | -$49 | – | 580 |
|
|
2022
Q4 | $49 | Hold |
2
| – | – | ﹤0.01% | 526 |
|
|
2022
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 617 |
|
|
2022
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 643 |
|
|
2022
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 620 |
|
|
2021
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 485 |
|
|
2021
Q3 | $0 | Sell |
2
-26
| -93% | – | ﹤0.01% | 447 |
|
|
2021
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 373 |
|
|
2021
Q1 | $1K | Sell |
28
-1,946
| -99% | -$69.5K | ﹤0.01% | 336 |
|
|
2020
Q4 | $55K | Buy |
1,974
+330
| +20% | +$9.2K | 0.03% | 202 |
|
|
2020
Q3 | $46K | Buy |
1,644
+228
| +16% | +$6.38K | 0.03% | 179 |
|
|
2020
Q2 | $40K | Sell |
1,416
-4
| -0.3% | -$113 | 0.03% | 183 |
|
|
2020
Q1 | $39K | Buy |
1,420
+538
| +61% | +$14.8K | 0.03% | 176 |
|
|
2019
Q4 | $24K | Buy |
+882
| New | +$24K | 0.02% | 211 |
|