Consolidated Planning Corp’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-121,058	Closed	-$2.92M	–	127
2022 Q3	$2.92M	Buy	+121,058	New	+$2.92M	0.91%	40