Aurora Private Wealth’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
2021
Q2
Sell
-10,856
Closed -$293K 219
2021
Q1
$293K Buy
10,856
+2,724
+33% +$73.5K 0.12% 156
2020
Q4
$228K Buy
8,132
+832
+11% +$23.3K 0.1% 182
2020
Q3
$205K Buy
+7,300
New +$205K 0.09% 179