Greenup Street Wealth Management’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
2024
Q2
Sell
-205,516
Closed -$4.97M 91
2024
Q1
$4.97M Buy
205,516
+14,598
+8% +$353K 1.25% 19
2023
Q4
$4.62M Buy
190,918
+181,818
+1,998% +$4.4M 1.28% 17
2023
Q3
$214K Buy
+9,100
New +$214K 0.07% 79