Genovese Burford & Brothers Wealth & Retirement Plan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-12,182
| Closed | -$323K | – | 109 |
|
|
2019
Q2 | $323K | Buy |
+12,182
| New | +$323K | 0.09% | 71 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 418 |
|
|
2017
Q3 | – | Sell |
-160
| Closed | -$4K | – | 416 |
|
|
2017
Q2 | $4K | Sell |
160
-140
| -47% | -$3.5K | ﹤0.01% | 329 |
|
|
2017
Q1 | $8K | Buy |
300
+2
| +0.7% | +$53 | ﹤0.01% | 318 |
|
|
2016
Q4 | $8K | Sell |
298
-334
| -53% | -$8.97K | ﹤0.01% | 349 |
|
|
2016
Q3 | $16K | Buy |
+632
| New | +$16K | 0.01% | 259 |
|