Horst & Graben 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,878
| Closed | -$255K | – | 138 |
|
|
2022
Q4 | $255K | Buy |
+10,878
| New | +$255K | 0.07% | 113 |
|
|
2022
Q2 | – | Sell |
-38,172
| Closed | -$927K | – | 140 |
|
|
2022
Q1 | $927K | Sell |
38,172
-478,048
| -93% | -$11.6M | 0.23% | 52 |
|
|
2021
Q4 | $13M | Sell |
516,220
-62,854
| -11% | -$1.59M | 3.26% | 10 |
|
|
2021
Q3 | $14.8M | Sell |
579,074
-119,310
| -17% | -$3.05M | 4.07% | 6 |
|
|
2021
Q2 | $17.9M | Buy |
698,384
+182,348
| +35% | +$4.67M | 4.99% | 6 |
|
|
2021
Q1 | $13.2M | Buy |
+516,036
| New | +$13.2M | 4.14% | 6 |
|