Clear Perspectives Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-160
| Closed | -$4K | – | 230 |
|
|
2022
Q2 | $4K | Sell |
160
-380
| -70% | -$9.5K | ﹤0.01% | 187 |
|
|
2022
Q1 | $14K | Sell |
540
-150
| -22% | -$3.89K | 0.01% | 150 |
|
|
2021
Q4 | $19K | Sell |
690
-870
| -56% | -$24K | 0.01% | 149 |
|
|
2021
Q3 | $44K | Sell |
1,560
-840
| -35% | -$23.7K | 0.02% | 104 |
|
|
2021
Q2 | $68K | Sell |
2,400
-201,260
| -99% | -$5.7M | 0.03% | 88 |
|
|
2021
Q1 | $5.74M | Sell |
203,660
-108,096
| -35% | -$3.05M | 3.33% | 9 |
|
|
2020
Q4 | $9.08M | Buy |
+311,756
| New | +$9.08M | 5.75% | 6 |
|