Avior Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,220
| Closed | -$29.7K | – | 2031 |
|
|
2024
Q4 | $29.7K | Hold |
1,220
| – | – | ﹤0.01% | 1317 |
|
|
2024
Q3 | $30.3K | Hold |
1,220
| – | – | ﹤0.01% | 1281 |
|
|
2024
Q2 | $29.5K | Buy |
+1,220
| New | +$29.5K | ﹤0.01% | 1259 |
|
|
2023
Q2 | – | Sell |
-22
| Closed | -$523 | – | 1665 |
|
|
2023
Q1 | $523 | Hold |
22
| – | – | ﹤0.01% | 1517 |
|
|
2022
Q4 | $515 | Sell |
22
-52
| -70% | -$1.22K | ﹤0.01% | 1174 |
|
|
2022
Q3 | $1K | Hold |
74
| – | – | ﹤0.01% | 1106 |
|
|
2022
Q2 | $1K | Hold |
74
| – | – | ﹤0.01% | 1022 |
|
|
2022
Q1 | $1K | Sell |
74
-364
| -83% | -$4.92K | ﹤0.01% | 1058 |
|
|
2021
Q4 | $11K | Sell |
438
-156
| -26% | -$3.92K | ﹤0.01% | 794 |
|
|
2021
Q3 | $15K | Sell |
594
-106
| -15% | -$2.68K | ﹤0.01% | 716 |
|
|
2021
Q2 | $17K | Buy |
700
+652
| +1,358% | +$15.8K | ﹤0.01% | 668 |
|
|
2021
Q1 | $1K | Sell |
48
-656
| -93% | -$13.7K | ﹤0.01% | 977 |
|
|
2020
Q4 | $18K | Buy |
+704
| New | +$18K | ﹤0.01% | 631 |
|