Milestone Investment Advisors’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
Q2 | – | Sell |
-312
| Closed | -$7.19K | – | 139 |
|
|
2024
Q1 | $7.19K | Buy |
312
+2
| +0.6% | +$46 | ﹤0.01% | 119 |
|
|
2023
Q4 | $7.24K | Buy |
310
+4
| +1% | +$93 | ﹤0.01% | 116 |
|
|
2023
Q3 | $6.79K | Buy |
306
+2
| +0.7% | +$44 | ﹤0.01% | 313 |
|
|
2023
Q2 | $7.03K | Buy |
304
+2
| +0.7% | +$46 | ﹤0.01% | 109 |
|
|
2023
Q1 | $7.08K | Buy |
+302
| New | +$7.08K | ﹤0.01% | 312 |
|