Indie Asset Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-24,200
| Closed | -$552K | – | 91 |
|
|
2022
Q4 | $552K | Buy |
24,200
+2,000
| +9% | +$45.7K | 0.61% | 34 |
|
|
2022
Q3 | $503K | Buy |
22,200
+1,926
| +9% | +$43.6K | 0.52% | 34 |
|
|
2022
Q2 | $485K | Buy |
20,274
+2
| +0% | +$48 | 0.43% | 40 |
|
|
2022
Q1 | $513K | Hold |
20,272
| – | – | 0.39% | 46 |
|
|
2021
Q4 | $546K | Buy |
20,272
+2
| +0% | +$54 | 0.4% | 45 |
|
|
2021
Q3 | $550K | Buy |
20,270
+2
| +0% | +$54 | 0.45% | 49 |
|
|
2021
Q2 | $553K | Hold |
20,268
| – | – | 0.45% | 48 |
|
|
2021
Q1 | $547K | Buy |
+20,268
| New | +$547K | 0.62% | 43 |
|