Catalyst Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-3,200
| Closed | -$81K | – | 458 |
|
|
2018
Q4 | $81K | Hold |
3,200
| – | – | ﹤0.01% | 258 |
|
|
2018
Q3 | $80K | Hold |
3,200
| – | – | ﹤0.01% | 260 |
|
|
2018
Q2 | $81K | Hold |
3,200
| – | – | ﹤0.01% | 268 |
|
|
2018
Q1 | $82K | Sell |
3,200
-1,200
| -27% | -$30.8K | ﹤0.01% | 267 |
|
|
2017
Q4 | $114K | Buy |
+4,400
| New | +$114K | ﹤0.01% | 256 |
|