Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-150
| Closed | -$4K | – | 703 |
|
|
2018
Q4 | $4K | Buy |
+150
| New | +$4K | ﹤0.01% | 468 |
|
|
2018
Q1 | – | Sell |
-60
| Closed | -$2K | – | 718 |
|
|
2017
Q4 | $2K | Hold |
60
| – | – | ﹤0.01% | 517 |
|
|
2017
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 501 |
|
|
2017
Q2 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 511 |
|