MAWCM
Mine & Arao Wealth Creation & Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-153
| Closed | -$7.16K | – | 340 |
|
|
2023
Q1 | $7.16K | Hold |
153
| – | – | ﹤0.01% | 240 |
|
|
2022
Q4 | $6.97K | Hold |
153
| – | – | 0.01% | 240 |
|
|
2022
Q3 | $7K | Buy |
153
+1
| +0.7% | +$46 | 0.01% | 249 |
|
|
2022
Q2 | $7K | Hold |
152
| – | – | ﹤0.01% | 249 |
|
|
2022
Q1 | $8K | Hold |
152
| – | – | ﹤0.01% | 249 |
|
|
2021
Q4 | $8K | Hold |
152
| – | – | ﹤0.01% | 251 |
|
|
2021
Q3 | $8K | Hold |
152
| – | – | ﹤0.01% | 238 |
|
|
2021
Q2 | $8K | Hold |
152
| – | – | ﹤0.01% | 229 |
|
|
2021
Q1 | $8K | Hold |
152
| – | – | 0.01% | 220 |
|
|
2020
Q4 | $9K | Hold |
152
| – | – | 0.01% | 216 |
|
|
2020
Q3 | $9K | Hold |
152
| – | – | 0.01% | 204 |
|
|
2020
Q2 | $9K | Hold |
152
| – | – | 0.01% | 189 |
|
|
2020
Q1 | $8K | Buy |
+152
| New | +$8K | 0.01% | 190 |
|