Capital Advisory Group Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-62
| Closed | -$2K | – | 504 |
|
|
2020
Q1 | $2K | Sell |
62
-4,860
| -99% | -$157K | ﹤0.01% | 387 |
|
|
2019
Q4 | $133K | Buy |
4,922
+4,860
| +7,839% | +$131K | 0.07% | 115 |
|
|
2019
Q3 | $2K | Hold |
62
| – | – | ﹤0.01% | 400 |
|
|
2019
Q2 | $2K | Hold |
62
| – | – | ﹤0.01% | 386 |
|
|
2019
Q1 | $2K | Hold |
62
| – | – | ﹤0.01% | 386 |
|
|
2018
Q4 | $2K | Hold |
62
| – | – | ﹤0.01% | 359 |
|
|
2018
Q3 | $2K | Hold |
62
| – | – | ﹤0.01% | 340 |
|
|
2018
Q2 | $2K | Sell |
62
-72
| -54% | -$2.32K | ﹤0.01% | 324 |
|
|
2018
Q1 | $4K | Buy |
+134
| New | +$4K | ﹤0.01% | 288 |
|