Copperleaf Capital’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-88,002
| Closed | -$2.04M | – | 77 |
|
|
2022
Q3 | $2.04M | Sell |
88,002
-170,820
| -66% | -$3.95M | 2.2% | 13 |
|
|
2022
Q2 | $6.15M | Sell |
258,822
-32,610
| -11% | -$774K | 6.22% | 3 |
|
|
2022
Q1 | $7.08M | Buy |
291,432
+5,300
| +2% | +$129K | 6.28% | 3 |
|
|
2021
Q4 | $7.23M | Buy |
286,132
+61,770
| +28% | +$1.56M | 6.25% | 3 |
|
|
2021
Q3 | $5.73M | Sell |
224,362
-42,056
| -16% | -$1.07M | 5.51% | 4 |
|
|
2021
Q2 | $6.82M | Buy |
266,418
+14,030
| +6% | +$359K | 6.68% | 2 |
|
|
2021
Q1 | $6.43M | Buy |
+252,388
| New | +$6.43M | 6.87% | 2 |
|