Capital Wealth Planning’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 |
-98,922
| Closed | -$2.68M | – | 188 |
|
|
2020
Q1 | $2.68M | Sell |
98,922
-3,844
| -4% | -$104K | 0.17% | 40 |
|
|
2019
Q4 | $2.75M | Buy |
102,766
+2,264
| +2% | +$60.5K | 0.16% | 40 |
|
|
2019
Q3 | $2.7M | Buy |
100,502
+8,350
| +9% | +$224K | 0.17% | 43 |
|
|
2019
Q2 | $2.44M | Buy |
+92,152
| New | +$2.44M | 0.18% | 43 |
|
|
2017
Q3 | – | Sell |
-30,158
| Closed | -$788K | – | 179 |
|
|
2017
Q2 | $788K | Buy |
+30,158
| New | +$788K | 0.13% | 55 |
|