Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $65 | Hold |
2
| – | – | ﹤0.01% | 1304 |
|
|
2023
Q3 | $62 | Sell |
2
-250
| -99% | -$7.75K | ﹤0.01% | 1013 |
|
|
2023
Q2 | $6.26K | Hold |
252
| – | – | ﹤0.01% | 659 |
|
|
2023
Q1 | $6.35K | Buy |
+252
| New | +$6.35K | ﹤0.01% | 643 |
|
|
2019
Q1 | – | Sell |
-30
| Closed | -$1K | – | 702 |
|
|
2018
Q4 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 624 |
|