M&R Capital Management’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
Q1 | – | Sell |
-700
| Closed | -$16.9K | – | 620 |
|
|
2023
Q4 | $16.9K | Hold |
700
| – | – | ﹤0.01% | 338 |
|
|
2023
Q3 | $16.4K | Hold |
700
| – | – | ﹤0.01% | 325 |
|
|
2023
Q2 | $16.5K | Hold |
700
| – | – | ﹤0.01% | 337 |
|
|
2023
Q1 | $16.6K | Hold |
700
| – | – | ﹤0.01% | 329 |
|
|
2022
Q4 | $16.4K | Hold |
700
| – | – | ﹤0.01% | 313 |
|
|
2022
Q3 | $16K | Buy |
700
+488
| +230% | +$11.2K | ﹤0.01% | 294 |
|
|
2022
Q2 | $5K | Buy |
+212
| New | +$5K | ﹤0.01% | 375 |
|