Resurgent Financial Advisors’s Schwab Long-Term US Treasury ETF SCHQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,447
Closed -$121K 421
2023
Q4
$121K Buy
3,447
+1,545
+81% +$54.2K 0.07% 227
2023
Q3
$60.3K Buy
+1,902
New +$60.3K 0.04% 296