Madden Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-2,020
| Closed | -$54K | – | 213 |
|
|
2017
Q1 | $54K | Buy |
+2,020
| New | +$54K | 0.03% | 121 |
|
|
2015
Q4 | – | Sell |
-2,020
| Closed | -$55K | – | 246 |
|
|
2015
Q3 | $55K | Buy |
2,020
+380
| +23% | +$10.3K | 0.04% | 124 |
|
|
2015
Q2 | $43K | Buy |
+1,640
| New | +$43K | 0.03% | 131 |
|
|
2015
Q1 | – | Sell |
-1,640
| Closed | -$44K | – | 232 |
|
|
2014
Q4 | $44K | Hold |
1,640
| – | – | 0.03% | 141 |
|
|
2014
Q3 | $43K | Buy |
1,640
+190
| +13% | +$4.98K | 0.02% | 169 |
|
|
2014
Q2 | $39K | Hold |
1,450
| – | – | 0.02% | 179 |
|
|
2014
Q1 | $38K | Sell |
1,450
-350
| -19% | -$9.17K | 0.02% | 168 |
|
|
2013
Q4 | $47K | Sell |
1,800
-180
| -9% | -$4.7K | 0.04% | 134 |
|
|
2013
Q3 | $52K | Sell |
1,980
-430
| -18% | -$11.3K | 0.05% | 110 |
|
|
2013
Q2 | $63K | Buy |
+2,410
| New | +$63K | 0.05% | 96 |
|