Costello Asset Management’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
Q1
Sell
-10,200
Closed -$258K 260
2021
Q4
$258K Hold
10,200
0.16% 64
2021
Q3
$260K Hold
10,200
0.17% 57
2021
Q2
$261K Sell
10,200
-1,000
-9% -$25.6K 0.17% 55
2021
Q1
$285K Buy
+11,200
New +$285K 0.2% 59