BDFN
Bond & Devick Financial Network’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,521
| Closed | -$254K | – | 115 |
|
|
2021
Q4 | $254K | Buy |
4,521
+137
| +3% | +$7.7K | 0.19% | 95 |
|
|
2021
Q3 | $249K | Hold |
4,384
| – | – | 0.21% | 96 |
|
|
2021
Q2 | $249K | Hold |
4,384
| – | – | 0.21% | 93 |
|
|
2021
Q1 | $247K | Hold |
4,384
| – | – | 0.23% | 87 |
|
|
2020
Q4 | $255K | Buy |
+4,384
| New | +$255K | 0.29% | 82 |
|