Lenox Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $13K | Buy |
478
+170
| +55% | +$4.62K | ﹤0.01% | 402 |
|
|
2020
Q1 | $8K | Buy |
308
+14
| +5% | +$364 | ﹤0.01% | 424 |
|
|
2019
Q4 | $8K | Sell |
294
-426
| -59% | -$11.6K | ﹤0.01% | 480 |
|
|
2019
Q3 | $19K | Sell |
720
-318
| -31% | -$8.39K | 0.01% | 373 |
|
|
2019
Q2 | $27K | Hold |
1,038
| – | – | 0.01% | 309 |
|
|
2019
Q1 | $27K | Buy |
+1,038
| New | +$27K | 0.01% | 308 |
|