Guardian Wealth Advisors (North Carolina)’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
2023 Q4	–	Sell	-500	Closed	-$11.7K	–	458
2023 Q3	$11.7K	Hold	500	–	–	﹤0.01%	353
2023 Q2	$11.8K	Sell	500 -1,500	-75%	-$35.5K	﹤0.01%	338
2023 Q1	$47.6K	Hold	2,000	–	–	0.01%	275
2022 Q4	$46.9K	Hold	2,000	–	–	0.01%	256
2022 Q3	$46K	Buy	+2,000	New	+$46K	0.01%	236