One Wealth Advisors’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,848
| Closed | -$66.8K | – | 520 |
|
|
2022
Q4 | $66.8K | Buy |
+2,848
| New | +$66.8K | 0.02% | 358 |
|
|
2022
Q1 | – | Sell |
-224,406
| Closed | -$5.67M | – | 224 |
|
|
2021
Q4 | $5.67M | Sell |
224,406
-23,890
| -10% | -$604K | 1.44% | 19 |
|
|
2021
Q3 | $6.34M | Sell |
248,296
-1,100
| -0.4% | -$28.1K | 1.86% | 16 |
|
|
2021
Q2 | $6.38M | Buy |
249,396
+80,662
| +48% | +$2.06M | 2.02% | 15 |
|
|
2021
Q1 | $4.3M | Buy |
+168,734
| New | +$4.3M | 1.65% | 14 |
|