Carson Wealth (CWM LLC)’s Schwab High Yield Bond ETF SCYB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $57K | Sell |
2,162
-47
| -2% | -$1.24K | ﹤0.01% | 3173 |
|
2025
Q1 | $58K | Buy |
2,209
+47
| +2% | +$1.23K | ﹤0.01% | 2854 |
|
2024
Q4 | $57K | Buy |
2,162
+48
| +2% | +$1.27K | ﹤0.01% | 2703 |
|
2024
Q3 | $57K | Sell |
2,114
-764
| -27% | -$20.6K | ﹤0.01% | 2595 |
|
2024
Q2 | $74K | Buy |
+2,878
| New | +$74K | ﹤0.01% | 2191 |
|