CWA
Clearview Wealth Advisors’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,869
| Closed | -$88.3K | – | 524 |
|
|
2023
Q2 | $88.3K | Sell |
1,869
-55
| -3% | -$2.6K | 0.09% | 154 |
|
|
2023
Q1 | $91.5K | Sell |
1,924
-308
| -14% | -$14.7K | 0.09% | 154 |
|
|
2022
Q4 | $105K | Sell |
2,232
-4,234
| -65% | -$199K | 0.08% | 113 |
|
|
2022
Q3 | $299K | Sell |
6,466
-2,390
| -27% | -$111K | 0.24% | 66 |
|
|
2022
Q2 | $421K | Sell |
8,856
-266
| -3% | -$12.6K | 0.32% | 59 |
|
|
2022
Q1 | $443K | Sell |
9,122
-80,420
| -90% | -$3.91M | 0.29% | 59 |
|
|
2021
Q4 | $4.53M | Sell |
89,542
-34,839
| -28% | -$1.76M | 2.76% | 9 |
|
|
2021
Q3 | $6.35M | Sell |
124,381
-45,954
| -27% | -$2.35M | 4.02% | 4 |
|
|
2021
Q2 | $8.72M | Buy |
170,335
+27,644
| +19% | +$1.41M | 5.38% | 4 |
|
|
2021
Q1 | $7.27M | Buy |
+142,691
| New | +$7.27M | 4.72% | 4 |
|