Clear Perspectives Financial Planning’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
2022
Q2
$4K Sell
2022
Q1
$14K Sell
2021
Q4
$19K Sell
2021
Q3
$44K Sell
2021
Q2
$68K Sell
2021
Q1
$5.74M Sell
2020
Q4
$9.07M Buy