Belpointe Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,858
| Closed | -$187K | – | 2851 |
|
|
2023
Q1 | $187K | Sell |
7,858
-896
| -10% | -$21.3K | 0.01% | 975 |
|
|
2022
Q4 | $205K | Buy |
8,754
+600
| +7% | +$14.1K | 0.01% | 888 |
|
|
2022
Q3 | $189K | Sell |
8,154
-272
| -3% | -$6.31K | 0.01% | 866 |
|
|
2022
Q2 | $200K | Sell |
8,426
-102
| -1% | -$2.42K | 0.01% | 825 |
|
|
2022
Q1 | $207K | Sell |
8,528
-31,424
| -79% | -$763K | 0.01% | 892 |
|
|
2021
Q4 | $1.01M | Sell |
39,952
-14,962
| -27% | -$378K | 0.06% | 317 |
|
|
2021
Q3 | $1.4M | Sell |
54,914
-23,798
| -30% | -$608K | 0.1% | 228 |
|
|
2021
Q2 | $2.01M | Buy |
78,712
+46,640
| +145% | +$1.19M | 0.14% | 155 |
|
|
2021
Q1 | $818K | Buy |
+32,072
| New | +$818K | 0.07% | 293 |
|