FWP
Firethorn Wealth Partners’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,335
| Closed | -$330K | – | 159 |
|
|
2023
Q4 | $330K | Buy |
7,335
+596
| +9% | +$26.8K | 0.22% | 92 |
|
|
2023
Q3 | $284K | Buy |
+6,739
| New | +$284K | 0.22% | 87 |
|
|
2021
Q2 | – | Sell |
-17,391
| Closed | -$893K | – | 138 |
|
|
2021
Q1 | $893K | Buy |
+17,391
| New | +$893K | 0.83% | 29 |
|