Bison Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-12
| Closed | – | – | 429 |
|
|
2021
Q3 | $0 | Sell |
12
-54
| -82% | – | ﹤0.01% | 468 |
|
|
2021
Q2 | $2K | Hold |
66
| – | – | ﹤0.01% | 454 |
|
|
2021
Q1 | $2K | Hold |
66
| – | – | ﹤0.01% | 459 |
|
|
2020
Q4 | $2K | Buy |
66
+12
| +22% | +$364 | ﹤0.01% | 406 |
|
|
2020
Q3 | $2K | Buy |
+54
| New | +$2K | ﹤0.01% | 358 |
|