Mountain Capital 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
2017
Q4
Sell
-630
Closed -$16K 354
2017
Q3
$16K Buy
630
+4
+0.6% +$102 0.01% 218
2017
Q2
$16K Buy
+626
New +$16K 0.02% 250