Essex Savings Bank’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
2019
Q3
Sell
-2,800
Closed -$74K 527
2019
Q2
$74K Sell
2,800
-200
-7% -$5.29K 0.03% 391
2019
Q1
$78K Hold
3,000
0.04% 246
2018
Q4
$76K Buy
+3,000
New +$76K 0.05% 239