Capital Directions Investment Advisors’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-452
| Closed | -$11K | – | 115 |
|
|
2017
Q2 | $11K | Buy |
+452
| New | +$11K | ﹤0.01% | 85 |
|
|
2014
Q1 | – | Sell |
-1,190
| Closed | -$30K | – | 61 |
|
|
2013
Q4 | $30K | Sell |
1,190
-1,190
| -50% | -$30K | 0.01% | 50 |
|
|
2013
Q3 | $60K | Hold |
2,380
| – | – | 0.03% | 45 |
|
|
2013
Q2 | $60K | Buy |
+2,380
| New | +$60K | 0.03% | 46 |
|