MSI Financial Services’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $30K | Sell |
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|
2016
Q3 | $82K | Sell |
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|
2016
Q2 | $133K | Sell |
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|
2016
Q1 | $138K | Buy |
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|
2015
Q4 | $14K | Hold |
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|
2015
Q3 | $14K | Hold |
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|
2015
Q2 | $14K | Hold |
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|
2015
Q1 | $14K | Sell |
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|
2014
Q4 | $29K | Buy |
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|
2014
Q3 | $23K | Buy |
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|
2014
Q2 | $20K | Hold |
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|
2014
Q1 | $20K | Sell |
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|
2013
Q4 | $32K | Buy |
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