Resurgent Financial Advisors’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,442	Closed	-$54.9K	–	419
2023 Q4	$54.9K	Sell	2,442 -22	-0.9%	-$494	0.03%	318
2023 Q3	$52K	Buy	+2,464	New	+$52K	0.04%	320