Gladstone Institutional Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-19,288
| Closed | -$523K | – | 292 |
|
|
2020
Q1 | $523K | Sell |
19,288
-17,298
| -47% | -$469K | 0.13% | 134 |
|
|
2019
Q4 | $977K | Sell |
36,586
-9,172
| -20% | -$245K | 0.24% | 88 |
|
|
2019
Q3 | $1.23M | Sell |
45,758
-8,124
| -15% | -$219K | 0.31% | 65 |
|
|
2019
Q2 | $1.43M | Buy |
53,882
+3,252
| +6% | +$86.2K | 0.44% | 53 |
|
|
2019
Q1 | $1.31M | Buy |
+50,630
| New | +$1.31M | 0.48% | 49 |
|