MONECO 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9,074
| Closed | -$206K | – | 278 |
|
|
2022
Q3 | $206K | Sell |
9,074
-3,366
| -27% | -$76.4K | 0.08% | 231 |
|
|
2022
Q2 | $298K | Buy |
12,440
+22
| +0.2% | +$527 | 0.12% | 180 |
|
|
2022
Q1 | $314K | Sell |
12,418
-3,380
| -21% | -$85.5K | 0.12% | 175 |
|
|
2021
Q4 | $415K | Sell |
15,798
-10,764
| -41% | -$283K | 0.16% | 141 |
|
|
2021
Q3 | $721K | Sell |
26,562
-6,056
| -19% | -$164K | 0.28% | 84 |
|
|
2021
Q2 | $890K | Sell |
32,618
-4,348
| -12% | -$119K | 0.41% | 61 |
|
|
2021
Q1 | $997K | Buy |
+36,966
| New | +$997K | 0.48% | 52 |
|