Sargent Bickham Lagudis’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3.59K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $5K | Sell |
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|
2021
Q3 | $285K | Buy |
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|
2021
Q2 | $281K | Hold |
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|
2021
Q1 | $278K | Sell |
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|
2020
Q4 | $314K | Buy |
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|
2020
Q3 | $316K | Buy |
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|
2020
Q2 | $287K | Sell |
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|
2020
Q1 | $288K | Sell |
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|
2019
Q4 | $271K | Sell |
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|
2019
Q3 | $276K | Sell |
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|
2019
Q2 | $273K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1K | Hold |
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|
2016
Q1 | $1K | Buy |
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