LifeSteps Financial’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-200
| Closed | -$4.83K | – | 342 |
|
|
2024
Q1 | $4.83K | Buy |
+200
| New | +$4.83K | ﹤0.01% | 343 |
|
|
2022
Q4 | – | Sell |
-18,714
| Closed | -$433K | – | 80 |
|
|
2022
Q3 | $433K | Sell |
18,714
-1,090
| -6% | -$25.2K | 0.49% | 42 |
|
|
2022
Q2 | $470K | Sell |
19,804
-1,694
| -8% | -$40.2K | 0.49% | 40 |
|
|
2022
Q1 | $522K | Buy |
+21,498
| New | +$522K | 0.39% | 44 |
|