Prime Capital Investment Advisors’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
2024
Q2
Sell
-8,808
Closed -$216K 997
2024
Q1
$216K Sell
8,808
-2,996
-25% -$73.5K ﹤0.01% 902
2023
Q4
$293K Buy
+11,804
New +$293K ﹤0.01% 742