Goldstein Munger & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-10,464
| Closed | -$282K | – | 37 |
|
|
2021
Q4 | $282K | Sell |
10,464
-20
| -0.2% | -$539 | 0.07% | 31 |
|
|
2021
Q3 | $284K | Buy |
+10,484
| New | +$284K | 0.08% | 31 |
|
|
2021
Q1 | – | Sell |
-14,772
| Closed | -$414K | – | 37 |
|
|
2020
Q4 | $414K | Buy |
14,772
+2,616
| +22% | +$73.3K | 0.12% | 32 |
|
|
2020
Q3 | $341K | Buy |
12,156
+12
| +0.1% | +$337 | 0.11% | 32 |
|
|
2020
Q2 | $341K | Buy |
12,144
+4,066
| +50% | +$114K | 0.13% | 33 |
|
|
2020
Q1 | $219K | Buy |
+8,078
| New | +$219K | 0.11% | 34 |
|
|
2017
Q1 | – | Sell |
-8,246
| Closed | -$212K | – | 43 |
|
|
2016
Q4 | $212K | Buy |
+8,246
| New | +$212K | 0.09% | 37 |
|