Mascoma 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-386
| Closed | -$8.8K | – | 494 |
|
|
2024
Q2 | $8.8K | Hold |
386
| – | – | ﹤0.01% | 348 |
|
|
2024
Q1 | $8.88K | Hold |
386
| – | – | ﹤0.01% | 330 |
|
|
2023
Q4 | $9K | Hold |
386
| – | – | ﹤0.01% | 327 |
|
|
2023
Q3 | $8.54K | Hold |
386
| – | – | ﹤0.01% | 334 |
|
|
2023
Q2 | $8.81K | Hold |
386
| – | – | ﹤0.01% | 330 |
|
|
2023
Q1 | $9.08K | Hold |
386
| – | – | ﹤0.01% | 414 |
|
|
2022
Q4 | $8.81K | Buy |
+386
| New | +$8.81K | ﹤0.01% | 421 |
|