New England Capital Financial Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-182
Closed -$4.06K 432
2023
Q1
$4.06K Hold
182
﹤0.01% 309
2022
Q4
$4.07K Buy
+182
New +$4.07K ﹤0.01% 308