Financial Advocates Investment 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
Q2
Sell
-21,398
Closed -$520K 775
2022
Q1
$520K Sell
21,398
-1,400
-6% -$34K 0.03% 429
2021
Q4
$576K Buy
+22,798
New +$576K 0.04% 446