Insight Wealth Strategies’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-43,968
Closed -$1.12M 186
2021
Q3
$1.12M Sell
43,968
-640
-1% -$16.3K 0.16% 87
2021
Q2
$1.14M Buy
44,608
+9,950
+29% +$255K 0.16% 80
2021
Q1
$883K Buy
+34,658
New +$883K 0.12% 113