Capital Wealth Planning’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-82,094
| Closed | -$2.41M | – | 186 |
|
|
2020
Q1 | $2.41M | Buy |
82,094
+48,790
| +146% | +$1.43M | 0.15% | 42 |
|
|
2019
Q4 | $915K | Buy |
33,304
+1,920
| +6% | +$52.8K | 0.05% | 87 |
|
|
2019
Q3 | $869K | Buy |
+31,384
| New | +$869K | 0.06% | 97 |
|
|
2017
Q3 | – | Sell |
-36,856
| Closed | -$995K | – | 178 |
|
|
2017
Q2 | $995K | Buy |
+36,856
| New | +$995K | 0.16% | 51 |
|