Patriot Financial Group Insurance Agency’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-196
| Closed | -$5K | – | 1669 |
|
|
2022
Q2 | $5K | Hold |
196
| – | – | ﹤0.01% | 1502 |
|
|
2022
Q1 | $5K | Hold |
196
| – | – | ﹤0.01% | 1635 |
|
|
2021
Q4 | $6K | Hold |
196
| – | – | ﹤0.01% | 1664 |
|
|
2021
Q3 | $6K | Hold |
196
| – | – | ﹤0.01% | 1655 |
|
|
2021
Q2 | $6K | Buy |
196
+24
| +14% | +$735 | ﹤0.01% | 1603 |
|
|
2021
Q1 | $5K | Buy |
+172
| New | +$5K | ﹤0.01% | 1570 |
|