Fortis Advisors’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
Q1
Sell
-1,212
Closed -$31K 307
2021
Q4
$31K Sell
1,212
-1,326
-52% -$33.9K 0.02% 180
2021
Q3
$65K Sell
2,538
-868
-25% -$22.2K 0.04% 166
2021
Q2
$87K Buy
3,406
+2,350
+223% +$60K 0.05% 160
2021
Q1
$27K Buy
+1,056
New +$27K 0.02% 166