Beaird Harris 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
Q2 | – | Sell |
-2,010
| Closed | -$50.7K | – | 491 |
|
|
2023
Q1 | $50.7K | Buy |
+2,010
| New | +$50.7K | 0.01% | 167 |
|
|
2022
Q4 | – | Sell |
-522
| Closed | -$13K | – | 767 |
|
|
2022
Q3 | $13K | Hold |
522
| – | – | ﹤0.01% | 261 |
|
|
2022
Q2 | $13K | Hold |
522
| – | – | ﹤0.01% | 233 |
|
|
2022
Q1 | $14K | Hold |
522
| – | – | 0.01% | 288 |
|
|
2021
Q4 | $15K | Buy |
+522
| New | +$15K | 0.01% | 355 |
|