Destiny Wealth Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-662
| Closed | -$15.1K | – | 554 |
|
|
2022
Q4 | $15.1K | Sell |
662
-870
| -57% | -$19.9K | ﹤0.01% | 434 |
|
|
2022
Q3 | $35K | Hold |
1,532
| – | – | 0.01% | 307 |
|
|
2022
Q2 | $37K | Hold |
1,532
| – | – | 0.01% | 306 |
|
|
2022
Q1 | $39K | Hold |
1,532
| – | – | 0.01% | 338 |
|
|
2021
Q4 | $41K | Hold |
1,532
| – | – | 0.01% | 341 |
|
|
2021
Q3 | $42K | Buy |
+1,532
| New | +$42K | 0.01% | 320 |
|
|
2021
Q2 | – | Sell |
-1,532
| Closed | -$41K | – | 445 |
|
|
2021
Q1 | $41K | Sell |
1,532
-1,376
| -47% | -$36.8K | 0.01% | 297 |
|
|
2020
Q4 | $81K | Buy |
+2,908
| New | +$81K | 0.02% | 246 |
|