Insight 2811 Inc’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $216K | Hold |
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|
2023
Q1 | $221K | Hold |
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|
2022
Q4 | $216K | Sell |
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|
2022
Q3 | $251K | Sell |
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|
2022
Q2 | $275K | Sell |
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|
2022
Q1 | $452K | Sell |
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|
2021
Q4 | $1.36M | Sell |
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|
2021
Q3 | $43.9M | Sell |
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|
2021
Q2 | $45.5M | Sell |
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|
2021
Q1 | $46M | Buy |
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|
2020
Q4 | $47M | Buy |
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