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GYL Financial Synergies’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

GYL Financial Synergies’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-19,104
Closed -$436K – 287
2022
Q4 		$436K Buy
+19,104
New +$436K 0.09% 140