CVA Family Office’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-460
| Closed | -$13K | – | 919 |
|
|
2021
Q3 | $13K | Hold |
460
| – | – | 0.01% | 283 |
|
|
2021
Q2 | $13K | Hold |
460
| – | – | ﹤0.01% | 604 |
|
|
2021
Q1 | $13K | Hold |
460
| – | – | ﹤0.01% | 490 |
|
|
2020
Q4 | $13K | Hold |
460
| – | – | 0.01% | 286 |
|
|
2020
Q3 | $13K | Hold |
460
| – | – | 0.01% | 283 |
|
|
2020
Q2 | $14K | Hold |
460
| – | – | 0.01% | 244 |
|
|
2020
Q1 | $14K | Buy |
+460
| New | +$14K | 0.01% | 225 |
|