BDO Wealth Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $231K | Hold |
|
|||||
|
2023
Q1 | $235K | Hold |
|
|||||
|
2022
Q4 | $228K | Hold |
|
|||||
|
2022
Q3 | $227K | Sell |
|
|||||
|
2022
Q2 | $385K | Hold |
|
|||||
|
2022
Q1 | $407K | Hold |
|
|||||
|
2021
Q4 | $434K | Sell |
|
|||||
|
2021
Q3 | $502K | Hold |
|
|||||
|
2021
Q2 | $505K | Sell |
|
|||||
|
2021
Q1 | $503K | Buy |
|
|||||
|
2020
Q4 | $518K | Hold |
|
|||||
|
2020
Q3 | $519K | Hold |
|
|||||
|
2020
Q2 | $520K | Hold |
|
|||||
|
2020
Q1 | $502K | Sell |
|
|||||
|
2019
Q4 | $534K | Hold |
|
|||||
|
2019
Q3 | $539K | Hold |
|
|||||
|
2019
Q2 | $530K | Hold |
|
|||||
|
2019
Q1 | $519K | Hold |
|
|||||
|
2018
Q4 | $506K | Buy |
|