Confluence Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $231K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $216K | Sell |
|
|||||
|
2019
Q3 | $231K | Sell |
|
|||||
|
2019
Q2 | $332K | Sell |
|
|||||
|
2019
Q1 | $467K | Sell |
|
|||||
|
2018
Q4 | $1.09M | Sell |
|
|||||
|
2018
Q3 | $2.95M | Sell |
|
|||||
|
2018
Q2 | $4.74M | Sell |
|
|||||
|
2018
Q1 | $5.58M | Sell |
|
|||||
|
2017
Q4 | $6.15M | Sell |
|
|||||
|
2017
Q3 | $6.52M | Sell |
|
|||||
|
2017
Q2 | $6.8M | Sell |
|
|||||
|
2017
Q1 | $6.92M | Sell |
|
|||||
|
2016
Q4 | $7.76M | Sell |
|
|||||
|
2016
Q3 | $10.6M | Buy |
|
|||||
|
2016
Q2 | $10.1M | Buy |
|
|||||
|
2016
Q1 | $7.42M | Buy |
|
|||||
|
2015
Q4 | $5.06M | Buy |
|
|||||
|
2015
Q3 | $801K | Buy |
|