JNBA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-30
| Closed | -$738 | – | 732 |
|
|
2022
Q4 | $738 | Hold |
30
| – | – | ﹤0.01% | 626 |
|
|
2022
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 660 |
|
|
2022
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 695 |
|
|
2022
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 686 |
|
|
2021
Q4 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 801 |
|
|
2018
Q3 | – | Sell |
-282
| Closed | -$7K | – | 669 |
|
|
2018
Q2 | $7K | Buy |
+282
| New | +$7K | ﹤0.01% | 433 |
|
|
2016
Q4 | – | Sell |
-220
| Closed | -$6K | – | 1186 |
|
|
2016
Q3 | $6K | Buy |
+220
| New | +$6K | ﹤0.01% | 1187 |
|