FWM
Finer Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,983
| Closed | -$241K | – | 79 |
|
|
2022
Q3 | $241K | Sell |
4,983
-1,324
| -21% | -$64K | 0.24% | 72 |
|
|
2022
Q2 | $310K | Sell |
6,307
-1,758
| -22% | -$86.4K | 0.28% | 68 |
|
|
2022
Q1 | $400K | Hold |
8,065
| – | – | 0.33% | 60 |
|
|
2021
Q4 | $410K | Buy |
+8,065
| New | +$410K | 0.34% | 61 |
|