CIA
Compass Ion Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-4,733
| Closed | -$278K | – | 92 |
|
|
2020
Q3 | $278K | Sell |
4,733
-2,390
| -34% | -$140K | 0.18% | 62 |
|
|
2020
Q2 | $419K | Sell |
7,123
-80
| -1% | -$4.71K | 0.37% | 30 |
|
|
2020
Q1 | $423K | Buy |
7,203
+523
| +8% | +$30.7K | 0.38% | 26 |
|
|
2019
Q4 | $367K | Buy |
+6,680
| New | +$367K | 0.19% | 35 |
|