MYCIO Wealth Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-8,000
| Closed | -$200K | – | 260 |
|
2017
Q4 | $200K | Hold |
8,000
| – | – | 0.02% | 234 |
|
2017
Q3 | $202K | Hold |
8,000
| – | – | 0.02% | 227 |
|
2017
Q2 | $202K | Buy |
+8,000
| New | +$202K | 0.02% | 219 |
|
2013
Q3 | – | Sell |
-2,960
| Closed | -$75K | – | 560 |
|
2013
Q2 | $75K | Buy |
+2,960
| New | +$75K | 0.02% | 193 |
|