PFA
Pathway Financial Advisors’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,400
| Closed | -$244K | – | 116 |
|
|
2019
Q4 | $244K | Hold |
4,400
| – | – | 0.07% | 108 |
|
|
2019
Q3 | $241K | Sell |
4,400
-100
| -2% | -$5.48K | 0.07% | 89 |
|
|
2019
Q2 | $247K | Hold |
4,500
| – | – | 0.07% | 83 |
|
|
2019
Q1 | $242K | Hold |
4,500
| – | – | 0.08% | 86 |
|
|
2018
Q4 | $238K | Hold |
4,500
| – | – | 0.13% | 81 |
|
|
2018
Q3 | $238K | Buy |
+4,500
| New | +$238K | 0.13% | 82 |
|