OptiFour Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $2.87M | Sell |
107,550
-3,702
| -3% | -$98.9K | 1.98% | 14 |
|
|
2019
Q3 | $3M | Sell |
111,252
-1,350
| -1% | -$36.3K | 2.13% | 14 |
|
|
2019
Q2 | $2.98M | Buy |
112,602
+1,424
| +1% | +$37.7K | 2.08% | 14 |
|
|
2019
Q1 | $2.88M | Sell |
111,178
-1,878
| -2% | -$48.7K | 2.36% | 14 |
|
|
2018
Q4 | $2.86M | Buy |
113,056
+20
| +0% | +$506 | 2.61% | 14 |
|
|
2018
Q3 | $2.84M | Sell |
113,036
-2,512
| -2% | -$63.1K | 2.34% | 13 |
|
|
2018
Q2 | $2.93M | Sell |
115,548
-3,286
| -3% | -$83.2K | 2.53% | 14 |
|
|
2018
Q1 | $3.03M | Buy |
118,834
+1,828
| +2% | +$46.6K | 2.53% | 14 |
|
|
2017
Q4 | $3.04M | Buy |
+117,006
| New | +$3.04M | 2.55% | 13 |
|