Atwood & Palmer’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,128
| Closed | -$84K | – | 312 |
|
|
2017
Q2 | $84K | Hold |
3,128
| – | – | 0.01% | 165 |
|
|
2017
Q1 | $84K | Hold |
3,128
| – | – | 0.01% | 158 |
|
|
2016
Q4 | $83K | Hold |
3,128
| – | – | 0.01% | 148 |
|
|
2016
Q3 | $87K | Hold |
3,128
| – | – | 0.02% | 149 |
|
|
2016
Q2 | $88K | Hold |
3,128
| – | – | 0.02% | 153 |
|
|
2016
Q1 | $86K | Hold |
3,128
| – | – | 0.02% | 150 |
|
|
2015
Q4 | $84K | Hold |
3,128
| – | – | 0.02% | 172 |
|
|
2015
Q3 | $85K | Buy |
+3,128
| New | +$85K | 0.02% | 163 |
|