HA
Harborview Advisors’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $816K | Buy |
15,041
+4,160
| +38% | +$226K | 0.46% | 45 |
|
|
2021
Q2 | $594K | Buy |
10,881
+9
| +0.1% | +$491 | 0.33% | 59 |
|
|
2021
Q1 | $587K | Buy |
10,872
+6,454
| +146% | +$348K | 0.35% | 58 |
|
|
2020
Q4 | $248K | Sell |
4,418
-1,898
| -30% | -$107K | 0.17% | 85 |
|
|
2020
Q3 | $354K | Buy |
6,316
+1,514
| +32% | +$84.9K | 0.27% | 64 |
|
|
2020
Q2 | $270K | Sell |
4,802
-410
| -8% | -$23.1K | 0.22% | 73 |
|
|
2020
Q1 | $283K | Buy |
5,212
+244
| +5% | +$13.2K | 0.28% | 62 |
|
|
2019
Q4 | $265K | Sell |
4,968
-366
| -7% | -$19.5K | 0.2% | 69 |
|
|
2019
Q3 | $287K | Sell |
5,334
-37
| -0.7% | -$1.99K | 0.23% | 63 |
|
|
2019
Q2 | $285K | Sell |
5,371
-515
| -9% | -$27.3K | 0.23% | 63 |
|
|
2019
Q1 | $305K | Buy |
5,886
+244
| +4% | +$12.6K | 0.26% | 52 |
|
|
2018
Q4 | $285K | Buy |
5,642
+118
| +2% | +$5.96K | 0.33% | 38 |
|
|
2018
Q3 | $278K | Sell |
5,524
-116,855
| -95% | -$5.88M | 0.28% | 46 |
|
|
2018
Q2 | $6.2M | Buy |
122,379
+4,653
| +4% | +$236K | 5.71% | 5 |
|
|
2018
Q1 | $6.01M | Buy |
117,726
+4,244
| +4% | +$217K | 5.7% | 5 |
|
|
2017
Q4 | $5.91M | Buy |
+113,482
| New | +$5.91M | 5.65% | 5 |
|