Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-8,612
| Closed | -$204K | – | 1667 |
|
|
2022
Q2 | $204K | Sell |
8,612
-3,020
| -26% | -$71.5K | 0.04% | 375 |
|
|
2022
Q1 | $282K | Sell |
11,632
-54,208
| -82% | -$1.31M | 0.05% | 339 |
|
|
2021
Q4 | $1.66M | Sell |
65,840
-24,492
| -27% | -$619K | 0.28% | 73 |
|
|
2021
Q3 | $2.31M | Sell |
90,332
-14,240
| -14% | -$364K | 0.41% | 45 |
|
|
2021
Q2 | $2.68M | Buy |
104,572
+31,670
| +43% | +$810K | 0.49% | 31 |
|
|
2021
Q1 | $1.86M | Buy |
+72,902
| New | +$1.86M | 0.43% | 35 |
|