Piershale Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-9,180
| Closed | -$243K | – | 29 |
|
|
2018
Q4 | $243K | Buy |
+9,180
| New | +$243K | 0.15% | 16 |
|
|
2016
Q4 | – | Sell |
-624,666
| Closed | -$17.4M | – | 113 |
|
|
2016
Q3 | $17.4M | Buy |
+624,666
| New | +$17.4M | 13.19% | 3 |
|
|
2015
Q3 | – | Sell |
-8,252
| Closed | -$221K | – | 158 |
|
|
2015
Q2 | $221K | Buy |
8,252
+8,240
| +68,667% | +$221K | 0.17% | 16 |
|
|
2015
Q1 | $0 | Sell |
12
-8,518
| -100% | – | ﹤0.01% | 167 |
|
|
2014
Q4 | $229K | Buy |
+8,530
| New | +$229K | 0.15% | 27 |
|