Bruce G. Allen Investments’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
2024
Q4
Sell
-22
Closed -$523 1142
2024
Q3
$523 Sell
22
-86
-80% -$2.04K ﹤0.01% 948
2024
Q2
$2.48K Buy
+108
New +$2.48K ﹤0.01% 655
2024
Q1
Sell
-118
Closed -$2.75K 1025
2023
Q4
$2.75K Buy
+118
New +$2.75K ﹤0.01% 693