Hoover Financial Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $740K | Buy |
26,020
+6
| +0% | +$171 | 0.13% | 64 |
|
|
2021
Q1 | $738K | Sell |
26,014
-1,096
| -4% | -$31.1K | 0.14% | 62 |
|
|
2020
Q4 | $783K | Sell |
27,110
-722
| -3% | -$20.9K | 0.2% | 46 |
|
|
2020
Q3 | $817K | Buy |
27,832
+15,094
| +118% | +$443K | 0.27% | 36 |
|
|
2020
Q2 | $374K | Buy |
12,738
+5,108
| +67% | +$150K | 0.14% | 55 |
|
|
2020
Q1 | $224K | Buy |
+7,630
| New | +$224K | 0.12% | 71 |
|