Boltwood Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-117,252
| Closed | -$2.95M | – | 135 |
|
|
2018
Q3 | $2.95M | Buy |
117,252
+15,578
| +15% | +$391K | 1.76% | 14 |
|
|
2018
Q2 | $2.57M | Sell |
101,674
-1,526
| -1% | -$38.6K | 1.68% | 13 |
|
|
2018
Q1 | $2.63M | Buy |
103,200
+29,744
| +40% | +$759K | 1.8% | 14 |
|
|
2017
Q4 | $1.91M | Buy |
73,456
+15,892
| +28% | +$413K | 1.17% | 26 |
|
|
2017
Q3 | $1.51M | Sell |
57,564
-406
| -0.7% | -$10.6K | 0.98% | 33 |
|
|
2017
Q2 | $1.51M | Buy |
57,970
+2,310
| +4% | +$60.3K | 1.02% | 32 |
|
|
2017
Q1 | $1.44M | Buy |
55,660
+16,956
| +44% | +$439K | 1.01% | 34 |
|
|
2016
Q4 | $996K | Buy |
38,704
+3,862
| +11% | +$99.4K | 0.76% | 41 |
|
|
2016
Q3 | $934K | Buy |
34,842
+8,352
| +32% | +$224K | 0.75% | 45 |
|
|
2016
Q2 | $712K | Buy |
26,490
+12,248
| +86% | +$329K | 0.59% | 61 |
|
|
2016
Q1 | $376K | Buy |
+14,242
| New | +$376K | 0.33% | 81 |
|