Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-19,402
| Closed | -$436K | – | 499 |
|
|
2023
Q4 | $436K | Buy |
19,402
+8,882
| +84% | +$200K | 0.08% | 264 |
|
|
2023
Q3 | $222K | Buy |
+10,520
| New | +$222K | 0.05% | 392 |
|
|
2022
Q3 | – | Sell |
-974
| Closed | -$22K | – | 1666 |
|
|
2022
Q2 | $22K | Hold |
974
| – | – | ﹤0.01% | 977 |
|
|
2022
Q1 | $23K | Hold |
974
| – | – | ﹤0.01% | 1038 |
|
|
2021
Q4 | $25K | Hold |
974
| – | – | ﹤0.01% | 1128 |
|
|
2021
Q3 | $25K | Sell |
974
-10,770
| -92% | -$276K | ﹤0.01% | 1119 |
|
|
2021
Q2 | $309K | Sell |
11,744
-37,488
| -76% | -$986K | 0.06% | 332 |
|
|
2021
Q1 | $1.26M | Buy |
+49,232
| New | +$1.26M | 0.29% | 72 |
|