Firestone Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-206
| Closed | -$6K | – | 381 |
|
|
2021
Q3 | $6K | Hold |
206
| – | – | ﹤0.01% | 405 |
|
|
2021
Q2 | $6K | Buy |
206
+146
| +243% | +$4.25K | ﹤0.01% | 396 |
|
|
2021
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 449 |
|
|
2020
Q4 | $2K | Hold |
60
| – | – | ﹤0.01% | 436 |
|
|
2020
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 391 |
|
|
2020
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 410 |
|
|
2020
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 413 |
|
|
2019
Q4 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 427 |
|