PWA
Physician Wealth Advisors’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-107,972
| Closed | -$5.43M | – | 165 |
|
|
2021
Q4 | $5.43M | Sell |
107,972
-23,722
| -18% | -$1.19M | 1.42% | 17 |
|
|
2021
Q3 | $6.7M | Sell |
131,694
-48,100
| -27% | -$2.45M | 1.84% | 12 |
|
|
2021
Q2 | $9.22M | Buy |
179,794
+113,614
| +172% | +$5.82M | 2.64% | 8 |
|
|
2021
Q1 | $3.37M | Buy |
66,180
+8,253
| +14% | +$420K | 1.1% | 23 |
|
|
2020
Q4 | $2.97M | Buy |
+57,927
| New | +$2.97M | 1.01% | 24 |
|