Kozak & Associates’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Hold
0
445
2024
Q1
Sell
-231
Closed -$7.81K 455
2023
Q4
$7.81K Buy
231
+1
+0.4% +$34 ﹤0.01% 254
2023
Q3
$6.99K Buy
+230
New +$6.99K ﹤0.01% 266