Clear Perspectives Financial Planning’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,916
| Closed | -$95K | – | 223 |
|
|
2022
Q1 | $95K | Sell |
3,916
-3,568
| -48% | -$86.6K | 0.04% | 70 |
|
|
2021
Q4 | $189K | Sell |
7,484
-12,330
| -62% | -$311K | 0.08% | 59 |
|
|
2021
Q3 | $506K | Buy |
19,814
+1,898
| +11% | +$48.5K | 0.23% | 40 |
|
|
2021
Q2 | $458K | Buy |
17,916
+2,472
| +16% | +$63.2K | 0.22% | 42 |
|
|
2021
Q1 | $394K | Buy |
+15,444
| New | +$394K | 0.23% | 40 |
|